Filed March 20, 2002 (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.
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 | $0 | $0 | $396,305-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.0%-14.0pp | 0.0%0pp |
| Annual return | 8.50% | 8.88%-0.4pp | 96.17%-87.7pp | 8.88%-0.4pp |
| Employer contribution / active EE | $0 | $15,934-100.0% | $25,602-100.0% | $15,934-100.0% |
| Participant deferral / active EE | $0 | $753-100.0% | $292-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $3,725-100.0% | - |