Filed October 18, 2004 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,358 | $85,199+31.9% | $57,196+96.4% | $63,975+75.6% |
| Participation rate | 63.1% | 74.0%-10.9pp | 75.3%-12.2pp | 71.1%-8.0pp |
| Annual return | 89.59% | 10.43%+79.2pp | 14.59%+75.0pp | 48.65%+40.9pp |
| Employer contribution / active EE | $376 | $3,446-89.1% | $2,683-86.0% | $2,182-82.7% |
| Participant deferral / active EE | $3,466 | $3,109+11.5% | $3,096+12.0% | $3,356+3.3% |
| Admin fee / account holder | $0 | $39-100.0% | $3,141-100.0% | $70-100.0% |