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 | $57,025 | $53,531+6.5% | $86,251-33.9% | $96,393-40.8% |
| Participation rate | 43.3% | 53.4%-10.2pp | 69.0%-25.7pp | 71.3%-28.0pp |
| Annual return | 16.99% | 20.51%-3.5pp | 1170.54%-1153.5pp | 22.88%-5.9pp |
| Employer contribution / active EE | $647 | $1,158-44.1% | $2,381-72.8% | $3,239-80.0% |
| Participant deferral / active EE | $1,696 | $1,965-13.7% | $3,987-57.5% | $5,455-68.9% |
| Admin fee / account holder | $0 | $55-100.0% | $6,857-100.0% | $74-100.0% |