Filed January 1, 2012
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,153 | $176,471-97.6% | $95,968-95.7% | $90,274-95.4% |
| Participation rate | 48.4% | 86.6%-38.1pp | 77.1%-28.7pp | 73.4%-24.9pp |
| Annual return | -0.81% | 20.15%-21.0pp | 91.65%-92.5pp | 53.97%-54.8pp |
| Employer contribution / active EE | $0 | $2,783-100.0% | $2,542-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $0 | $5,325-100.0% | $4,167-100.0% | $4,231-100.0% |
| Admin fee / account holder | $25 | $154-83.7% | $6,798-99.6% | $114-78.0% |