Filed January 12, 2000
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,560 | $41,155+69.0% | $80,669-13.8% | $71,535-2.8% |
| Participation rate | 83.2% | 50.2%+33.0pp | 67.0%+16.2pp | 67.9%+15.3pp |
| Annual return | 15.36% | 38.53%-23.2pp | 937.61%-922.2pp | 28.97%-13.6pp |
| Employer contribution / active EE | $741 | $1,513-51.0% | $2,724-72.8% | $2,590-71.4% |
| Participant deferral / active EE | $3,516 | $2,700+30.2% | $4,444-20.9% | $4,292-18.1% |
| Admin fee / account holder | $341 | $1,842-81.5% | $5,384-93.7% | $1,589-78.5% |