Filed December 3, 2019
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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,627 | $55,472-44.8% | $155,567-80.3% | $74,546-58.9% |
| Participation rate | 95.7% | 61.9%+33.8pp | 78.2%+17.5pp | 67.2%+28.5pp |
| Annual return | 13.22% | 268.72%-255.5pp | 64.74%-51.5pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $3,428 | $2,269+51.1% | $4,674-26.7% | $2,624+30.6% |
| Participant deferral / active EE | $4,229 | $2,838+49.0% | $5,628-24.8% | $4,347-2.7% |
| Admin fee / account holder | $0 | $1,743-100.0% | $15,916-100.0% | $1,944-100.0% |