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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $268,516 | $106,273+152.7% | - | $106,273+152.7% |
| Participation rate | 4.1% | 70.8%-66.7pp | - | 70.8%-66.7pp |
| Annual return | 16.48% | 21.70%-5.2pp | - | 21.70%-5.2pp |
| Employer contribution / active EE | $3,944 | $2,722+44.9% | - | $2,722+44.9% |
| Participant deferral / active EE | $3,332 | $4,601-27.6% | - | $4,601-27.6% |
| Admin fee / account holder | $24 | $78-69.0% | - | $78-69.0% |