Filed August 26, 2013
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.
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 | $78,160 | $88,324-11.5% | $115,038-32.1% | $55,191+41.6% |
| Participation rate | 93.8% | 72.5%+21.2pp | 81.4%+12.4pp | 69.2%+24.6pp |
| Annual return | 3.15% | 6.30%-3.1pp | 26.14%-23.0pp | 10.78%-7.6pp |
| Employer contribution / active EE | $4,373 | $2,805+55.9% | $4,608-5.1% | $1,899+130.3% |
| Participant deferral / active EE | $3,194 | $5,042-36.7% | $6,026-47.0% | $3,046+4.8% |
| Admin fee / account holder | $0 | $105-99.8% | $8,175-100.0% | $91-99.7% |