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.
Annual investment return 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 | $42,488 | $112,772-62.3% | $57,357-25.9% | $59,188-28.2% |
| Participation rate | 9.1% | 71.3%-62.2pp | 75.1%-66.0pp | 69.4%-60.3pp |
| Annual return | -67.93% | 0.85%-68.8pp | 24.41%-92.3pp | 5.51%-73.4pp |
| Employer contribution / active EE | $168 | $3,400-95.0% | $2,689-93.7% | $2,098-92.0% |
| Participant deferral / active EE | $1,320 | $3,010-56.2% | $3,162-58.3% | $3,265-59.6% |
| Admin fee / account holder | $0 | $144-100.0% | $3,357-100.0% | $92-100.0% |