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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,729 | $65,118-32.8% | $76,768-43.0% | $55,727-21.5% |
| Participation rate | 92.9% | 79.6%+13.3pp | 77.0%+15.9pp | 70.9%+22.0pp |
| Annual return | -5.40% | -1.27%-4.1pp | 2.43%-7.8pp | 244.94%-250.3pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $2,485-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $6,676-100.0% | $115-100.0% |