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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,222 | $100,179-60.8% | $84,029-53.3% | $89,609-56.2% |
| Participation rate | 47.4% | 54.1%-6.7pp | 69.0%-21.6pp | 69.6%-22.1pp |
| Annual return | 23.51% | 22.50%+1.0pp | 71.32%-47.8pp | 33.65%-10.1pp |
| Employer contribution / active EE | $548 | $816-32.9% | $1,984-72.4% | $2,584-78.8% |
| Participant deferral / active EE | $1,342 | $1,459-8.0% | $3,239-58.6% | $4,222-68.2% |
| Admin fee / account holder | $0 | $72-100.0% | $6,102-100.0% | $72-100.0% |