Filed March 24, 1995
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,843 | $36,004-22.7% | $64,101-56.6% | $69,651-60.0% |
| Participation rate | 47.3% | 47.3%0pp | 68.2%-20.9pp | 66.6%-19.3pp |
| Annual return | 2.90% | 4.26%-1.4pp | 791.27%-788.4pp | 53.77%-50.9pp |
| Employer contribution / active EE | $465 | $617-24.6% | $1,820-74.5% | $2,241-79.3% |
| Participant deferral / active EE | $1,355 | $1,166+16.1% | $2,822-52.0% | $3,635-62.7% |
| Admin fee / account holder | $0 | $49-100.0% | $4,499-100.0% | $63-100.0% |