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 | $65,581 | $160,070-59.0% | $147,117-55.4% | $145,897-55.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.02% | 98.69%-85.7pp | 420.54%-407.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $2,823 | $5,285-46.6% | $4,932-42.8% | $4,663-39.5% |
| Participant deferral / active EE | $7,234 | $8,419-14.1% | $8,065-10.3% | $6,689+8.1% |
| Admin fee / account holder | $3,356 | $15,035-77.7% | $12,993-74.2% | $13,390-74.9% |