Filed October 18, 2004
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 reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,061 | $68,062+5.9% | $185,854-61.2% | $106,520-32.4% |
| Participation rate | 85.0% | 75.2%+9.8pp | 81.7%+3.3pp | 71.3%+13.7pp |
| Annual return | 14.04% | 18.20%-4.2pp | 122.12%-108.1pp | 19.28%-5.2pp |
| Employer contribution / active EE | $1,936 | $1,997-3.1% | $5,169-62.6% | $2,840-31.9% |
| Participant deferral / active EE | $3,916 | $3,990-1.9% | $5,569-29.7% | $4,948-20.8% |
| Admin fee / account holder | $0 | $53-100.0% | $16,246-100.0% | $75-100.0% |