Filed July 27, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,128 | $64,919-59.8% | $392,568-93.3% | $65,188-59.9% |
| Participation rate | 43.2% | 72.0%-28.8pp | 78.1%-34.8pp | 70.2%-27.0pp |
| Annual return | 25.35% | 26.09%-0.7pp | 24.42%+0.9pp | 29.38%-4.0pp |
| Employer contribution / active EE | $1,173 | $2,374-50.6% | $3,783-69.0% | $2,177-46.1% |
| Participant deferral / active EE | $1,504 | $3,668-59.0% | $5,985-74.9% | $3,514-57.2% |
| Admin fee / account holder | $15 | $634-97.6% | $6,260-99.8% | $847-98.2% |