Filed November 16, 2012
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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,439 | $36,004+92.9% | $64,101+8.3% | $69,651-0.3% |
| Participation rate | 100.0% | 47.3%+52.7pp | 68.2%+31.8pp | 66.6%+33.4pp |
| Annual return | 19.96% | 4.26%+15.7pp | 791.27%-771.3pp | 53.77%-33.8pp |
| Employer contribution / active EE | $0 | $617-100.0% | $1,820-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $0 | $1,166-100.0% | $2,822-100.0% | $3,635-100.0% |
| Admin fee / account holder | $0 | $49-100.0% | $4,499-100.0% | $63-100.0% |