Filed April 25, 2011 (most recent of 2 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,309,405 | $94,529+2343.1% | $140,019+1549.4% | $64,173+3498.7% |
| Participation rate | 0.0% | 84.1%-84.1pp | 87.5%-87.5pp | 69.6%-69.6pp |
| Annual return | -4.88% | 7.77%-12.6pp | 651.19%-656.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $4,231 | $3,812+11.0% | $5,605-24.5% | $2,381+77.7% |
| Participant deferral / active EE | $8,388 | $5,250+59.8% | $6,927+21.1% | $3,470+141.8% |
| Admin fee / account holder | $222,165 | $6,741+3195.8% | $10,705+1975.3% | $4,887+4445.6% |