Filed September 21, 1999
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,668 | $91,911+75.9% | $68,612+135.6% | $135,381+19.4% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -1.26% | -8.22%+7.0pp | -4.63%+3.4pp | 519.81%-521.1pp |
| Employer contribution / active EE | $1,680,415 | $3,924+42728.5% | $2,625+63914.6% | $4,779+35062.9% |
| Participant deferral / active EE | $281,877 | $4,315+6432.1% | $3,311+8413.1% | $5,609+4925.4% |
| Admin fee / account holder | $4 | $9,240-100.0% | $5,131-99.9% | $10,828-100.0% |