Filed January 18, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,053 | $176,130-80.1% | $159,495-78.0% | $167,560-79.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.27% | 331.97%-315.7pp | 263.72%-247.5pp | 478.94%-462.7pp |
| Employer contribution / active EE | $2,713 | $5,300-48.8% | $4,831-43.8% | $4,840-43.9% |
| Participant deferral / active EE | $5,952 | $7,752-23.2% | $7,354-19.1% | $6,343-6.2% |
| Admin fee / account holder | $430 | $12,562-96.6% | $10,804-96.0% | $12,317-96.5% |