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 | $26,900 | $91,037-70.5% | $71,671-62.5% | $147,587-81.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 14.67% | 20.48%-5.8pp | 20.65%-6.0pp | 578.60%-563.9pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,558 | $4,498+23.6% | $3,438+61.7% | $5,439+2.2% |
| Admin fee / account holder | $2,081 | $8,613-75.8% | $5,558-62.6% | $10,886-80.9% |