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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,298 | $38,963-19.7% | $71,793-56.4% | $329,111-90.5% |
| Participation rate | 45.7% | 53.8%-8.1pp | 69.1%-23.5pp | 67.9%-22.2pp |
| Annual return | 7.16% | 9.85%-2.7pp | 78.04%-70.9pp | 16.35%-9.2pp |
| Employer contribution / active EE | $497 | $758-34.5% | $1,924-74.2% | $2,303-78.4% |
| Participant deferral / active EE | $1,236 | $1,286-3.9% | $2,794-55.8% | $3,682-66.4% |
| Admin fee / account holder | $0 | $50-100.0% | $4,815-100.0% | $754-100.0% |