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 | $52,241 | $100,179-47.9% | $84,029-37.8% | $89,609-41.7% |
| Participation rate | 100.0% | 54.1%+45.9pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 20.18% | 22.50%-2.3pp | 71.32%-51.1pp | 33.65%-13.5pp |
| Employer contribution / active EE | $0 | $816-100.0% | $1,984-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $1,459-100.0% | $3,239-100.0% | $4,222-100.0% |
| Admin fee / account holder | $0 | $72-100.0% | $6,102-100.0% | $72-100.0% |