Filed August 19, 2002 (most recent of 3 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $0 | $2,066,441-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 0.0%0pp |
| Annual return | 11.32% | 5230.06%-5218.7pp | 10.57%+0.7pp | 5230.06%-5218.7pp |
| Employer contribution / active EE | $0 | $10,491-100.0% | $18,335-100.0% | $10,491-100.0% |
| Participant deferral / active EE | $0 | $460-100.0% | $5-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $8,713-100.0% | - |