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 | $49,038 | $48,464+1.2% | $90,974-46.1% | $106,273-53.9% |
| Participation rate | 44.4% | 53.1%-8.7pp | 69.0%-24.6pp | 70.8%-26.4pp |
| Annual return | 17.13% | 16.72%+0.4pp | 134.60%-117.5pp | 21.70%-4.6pp |
| Employer contribution / active EE | $582 | $939-38.0% | $2,122-72.6% | $2,722-78.6% |
| Participant deferral / active EE | $1,501 | $1,510-0.5% | $3,373-55.5% | $4,601-67.4% |
| Admin fee / account holder | $0 | $58-100.0% | $5,961-100.0% | $78-100.0% |