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 | $38,981-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | 10.90% | 19.39%-8.5pp | 11.38%-0.5pp | 19.39%-8.5pp |
| Employer contribution / active EE | $0 | $8,446-100.0% | $18,467-100.0% | $8,446-100.0% |
| Participant deferral / active EE | $0 | $353-100.0% | $71-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $786-100.0% | - |