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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,483 | $85,092-87.7% | $70,589-85.1% | $139,500-92.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 9.99% | 30.40%-20.4pp | 32.80%-22.8pp | 373.99%-364.0pp |
| Employer contribution / active EE | $2,787 | $3,914-28.8% | $2,977-6.4% | $4,755-41.4% |
| Participant deferral / active EE | $4,443 | $5,893-24.6% | $4,569-2.8% | $6,713-33.8% |
| Admin fee / account holder | $13,211 | $8,935+47.9% | $6,430+105.5% | $11,410+15.8% |