Filed January 9, 2013 (most recent of 2 filings on file)
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,690 | $63,905+12.2% | $74,184-3.4% | $57,661+24.3% |
| Participation rate | 80.3% | 79.8%+0.6pp | 76.6%+3.7pp | 70.2%+10.1pp |
| Annual return | 8.67% | 60.60%-51.9pp | 17.74%-9.1pp | 5.13%+3.5pp |
| Employer contribution / active EE | $2,193 | $1,840+19.1% | $2,370-7.5% | $1,974+11.1% |
| Participant deferral / active EE | $3,423 | $3,448-0.7% | $3,550-3.6% | $3,061+11.9% |
| Admin fee / account holder | $15 | $91-83.7% | $5,586-99.7% | $95-84.3% |