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 | $58,759 | $48,464+21.2% | $90,974-35.4% | $106,273-44.7% |
| Participation rate | 100.0% | 53.1%+46.9pp | 69.0%+31.0pp | 70.8%+29.2pp |
| Annual return | 28.37% | 16.72%+11.7pp | 134.60%-106.2pp | 21.70%+6.7pp |
| Employer contribution / active EE | $0 | $939-100.0% | $2,122-100.0% | $2,722-100.0% |
| Participant deferral / active EE | $0 | $1,510-100.0% | $3,373-100.0% | $4,601-100.0% |
| Admin fee / account holder | $0 | $58-100.0% | $5,961-100.0% | $78-100.0% |