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 | $62,725 | $47,540+31.9% | $79,591-21.2% | $89,433-29.9% |
| Participation rate | 100.0% | 54.9%+45.1pp | 69.5%+30.5pp | 71.3%+28.7pp |
| Annual return | 11.52% | -8.05%+19.6pp | 0.18%+11.3pp | -11.88%+23.4pp |
| Employer contribution / active EE | $0 | $1,122-100.0% | $2,413-100.0% | $3,021-100.0% |
| Participant deferral / active EE | $0 | $1,961-100.0% | $3,986-100.0% | $5,125-100.0% |
| Admin fee / account holder | $0 | $59-100.0% | $6,815-100.0% | $79-100.0% |