Filed September 4, 2015 (most recent of 4 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,877 | $75,935-75.1% | $60,547-68.8% | $125,389-84.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -2.03% | -5.38%+3.3pp | 335.64%-337.7pp | 282.24%-284.3pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,966 | $4,506+99.0% | $3,328+169.4% | $5,352+67.5% |
| Admin fee / account holder | $34,651 | $6,768+412.0% | $4,536+663.9% | $9,541+263.2% |