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 | $17,416 | $82,334-78.8% | $68,815-74.7% | $134,554-87.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -12.66% | -2.17%-10.5pp | -6.37%-6.3pp | 418.46%-431.1pp |
| Employer contribution / active EE | $1,928 | $3,303-41.6% | $2,656-27.4% | $4,742-59.3% |
| Participant deferral / active EE | $2,892 | $4,741-39.0% | $3,943-26.6% | $6,401-54.8% |
| Admin fee / account holder | $7,060 | $6,484+8.9% | $4,936+43.0% | $11,430-38.2% |