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 | $60,652 | $55,785+8.7% | $96,583-37.2% | $106,520-43.1% |
| Participation rate | 100.0% | 53.4%+46.6pp | 69.8%+30.2pp | 71.3%+28.7pp |
| Annual return | 19.47% | 17.66%+1.8pp | 37.79%-18.3pp | 19.28%+0.2pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,357-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $0 | $1,782-100.0% | $3,850-100.0% | $4,948-100.0% |
| Admin fee / account holder | $0 | $59-100.0% | $6,184-100.0% | $75-100.0% |