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 | $80,387 | $80,177+0.3% | $123,894-35.1% | $57,661+39.4% |
| Participation rate | 95.1% | 74.4%+20.6pp | 81.4%+13.7pp | 70.2%+24.8pp |
| Annual return | 7.34% | 17.90%-10.6pp | 47.52%-40.2pp | 5.13%+2.2pp |
| Employer contribution / active EE | $3,706 | $2,913+27.2% | $4,617-19.7% | $1,974+87.7% |
| Participant deferral / active EE | $3,316 | $5,130-35.4% | $5,984-44.6% | $3,061+8.3% |
| Admin fee / account holder | $0 | $106-99.8% | $8,357-100.0% | $95-99.8% |