Filed July 12, 2006 (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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,533 | $33,232+25.0% | $71,793-42.1% | $63,975-35.1% |
| Participation rate | 44.0% | 60.1%-16.2pp | 69.1%-25.1pp | 71.1%-27.2pp |
| Annual return | 12.76% | 11.99%+0.8pp | 78.04%-65.3pp | 48.65%-35.9pp |
| Employer contribution / active EE | $374 | $723-48.3% | $1,924-80.6% | $2,182-82.9% |
| Participant deferral / active EE | $0 | $1,604-100.0% | $2,794-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $63-100.0% | $4,815-100.0% | $70-100.0% |