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 | $57,621 | $55,785+3.3% | $96,583-40.3% | $106,520-45.9% |
| Participation rate | 41.3% | 53.4%-12.1pp | 69.8%-28.5pp | 71.3%-30.0pp |
| Annual return | 19.87% | 17.66%+2.2pp | 37.79%-17.9pp | 19.28%+0.6pp |
| Employer contribution / active EE | $587 | $1,042-43.7% | $2,357-75.1% | $2,840-79.3% |
| Participant deferral / active EE | $1,555 | $1,782-12.8% | $3,850-59.6% | $4,948-68.6% |
| Admin fee / account holder | $0 | $59-100.0% | $6,184-100.0% | $75-100.0% |