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).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan reported the discovery of a loss from fraud or dishonesty.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,337 | $39,909-8.9% | $78,775-53.9% | $80,976-55.1% |
| Participation rate | 45.9% | 55.7%-9.8pp | 69.2%-23.3pp | 68.3%-22.3pp |
| Annual return | 19.84% | 23.47%-3.6pp | 35.62%-15.8pp | 22.91%-3.1pp |
| Employer contribution / active EE | $503 | $778-35.4% | $1,986-74.7% | $2,402-79.1% |
| Participant deferral / active EE | $1,255 | $1,359-7.7% | $2,958-57.6% | $3,848-67.4% |
| Admin fee / account holder | $0 | $50-100.0% | $5,132-100.0% | $67-100.0% |