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 | $66,626 | $57,150+16.6% | $93,727-28.9% | $106,553-37.5% |
| Participation rate | 100.0% | 49.1%+50.9pp | 68.7%+31.3pp | 69.8%+30.2pp |
| Annual return | 31.70% | 15.81%+15.9pp | 133.83%-102.1pp | 17.37%+14.3pp |
| Employer contribution / active EE | $0 | $1,015-100.0% | $2,421-100.0% | $3,359-100.0% |
| Participant deferral / active EE | $0 | $1,853-100.0% | $4,417-100.0% | $5,562-100.0% |
| Admin fee / account holder | $0 | $64-100.0% | $8,292-100.0% | $80-100.0% |