Filed September 23, 2015 (most recent of 2 filings on file)
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $451,020 | $130,052+246.8% | $86,717+420.1% | $77,906+478.9% |
| Participation rate | 99.6% | 85.9%+13.7pp | 76.6%+23.0pp | 73.7%+25.9pp |
| Annual return | 0.20% | -12.73%+12.9pp | 35.97%-35.8pp | 12.16%-12.0pp |
| Employer contribution / active EE | $8,526 | $3,214+165.3% | $2,837+200.5% | $2,846+199.5% |
| Participant deferral / active EE | $0 | $5,741-100.0% | $4,657-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $132-100.0% | $7,494-100.0% | $133-100.0% |