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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,874 | $130,294-69.4% | $170,055-76.6% | $71,535-44.3% |
| Participation rate | 92.4% | 86.2%+6.2pp | 87.0%+5.4pp | 67.9%+24.4pp |
| Annual return | 15.35% | 20.36%-5.0pp | 53.43%-38.1pp | 28.97%-13.6pp |
| Employer contribution / active EE | $2,856 | $4,385-34.9% | $6,790-57.9% | $2,590+10.3% |
| Participant deferral / active EE | $0 | $6,928-100.0% | $10,410-100.0% | $4,292-100.0% |
| Admin fee / account holder | $0 | $966-100.0% | $12,828-100.0% | $1,589-100.0% |