Filed November 15, 2006
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,974 | $74,089-48.7% | $133,975-71.7% | $55,167-31.2% |
| Participation rate | 96.9% | 84.3%+12.6pp | 87.1%+9.8pp | 69.0%+27.9pp |
| Annual return | 5.22% | 12.11%-6.9pp | 29.29%-24.1pp | 169.23%-164.0pp |
| Employer contribution / active EE | $2,253 | $3,064-26.5% | $5,211-56.8% | $1,963+14.8% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |