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 | $69,899 | $73,283-4.6% | $155,556-55.1% | $106,553-34.4% |
| Participation rate | 87.7% | 73.3%+14.4pp | 78.2%+9.4pp | 69.8%+17.8pp |
| Annual return | 13.35% | 15.76%-2.4pp | 64.84%-51.5pp | 17.37%-4.0pp |
| Employer contribution / active EE | $2,160 | $2,241-3.6% | $4,675-53.8% | $3,359-35.7% |
| Participant deferral / active EE | $4,167 | $4,567-8.7% | $5,631-26.0% | $5,562-25.1% |
| Admin fee / account holder | $0 | $56-100.0% | $15,885-100.0% | $80-100.0% |