Filed October 7, 2002 (most recent of 4 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.
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 | $231,886 | $121,004+91.6% | $69,480+233.7% | $89,609+158.8% |
| Participation rate | 2.7% | 66.9%-64.2pp | 74.6%-71.9pp | 69.6%-66.9pp |
| Annual return | 20.48% | 20.21%+0.3pp | 28.99%-8.5pp | 33.65%-13.2pp |
| Employer contribution / active EE | $3,258 | $5,335-38.9% | $2,780+17.2% | $2,584+26.1% |
| Participant deferral / active EE | $2,784 | $4,335-35.8% | $3,537-21.3% | $4,222-34.1% |
| Admin fee / account holder | $18 | $32-42.0% | $3,840-99.5% | $72-74.2% |