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.
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 | $130,103 | $70,667+84.1% | $123,105+5.7% | $52,331+148.6% |
| Participation rate | 93.4% | 83.7%+9.7pp | 86.8%+6.6pp | 68.1%+25.3pp |
| Annual return | 0.12% | 6.23%-6.1pp | 13.22%-13.1pp | 4.54%-4.4pp |
| Employer contribution / active EE | $3,035 | $2,946+3.0% | $5,151-41.1% | $1,882+61.3% |
| Participant deferral / active EE | $5,618 | $4,493+25.1% | $6,229-9.8% | $3,022+85.9% |
| Admin fee / account holder | $0 | $506-100.0% | $9,014-100.0% | $592-100.0% |