Filed November 9, 2005 (most recent of 3 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.
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.
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 | $110,056 | $80,211+37.2% | $74,184+48.4% | $63,975+72.0% |
| Participation rate | 67.6% | 84.2%-16.5pp | 76.6%-9.0pp | 71.1%-3.5pp |
| Annual return | -0.85% | 14.13%-15.0pp | 17.74%-18.6pp | 48.65%-49.5pp |
| Employer contribution / active EE | $0 | $2,553-100.0% | $2,370-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $0 | $4,370-100.0% | $3,550-100.0% | $3,356-100.0% |
| Admin fee / account holder | $2 | $67-96.8% | $5,586-100.0% | $70-97.0% |