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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,500 | $122,063+51.2% | $184,256+0.1% | $74,478+147.7% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 16.90% | 19.92%-3.0pp | 28.85%-11.9pp | 1370.56%-1353.7pp |
| Employer contribution / active EE | $3,521 | $4,539-22.4% | $6,427-45.2% | $2,626+34.1% |
| Participant deferral / active EE | $7,367 | $7,144+3.1% | $9,133-19.3% | $4,350+69.3% |
| Admin fee / account holder | $27 | $1,253-97.9% | $13,899-99.8% | $1,946-98.6% |