Filed June 8, 2018
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Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,871 | $136,307+26.1% | $177,848-3.4% | $73,497+133.8% |
| Participation rate | 99.2% | 86.1%+13.1pp | 87.7%+11.5pp | 70.7%+28.5pp |
| Annual return | 15.73% | 18.68%-3.0pp | 48.33%-32.6pp | 28.51%-12.8pp |
| Employer contribution / active EE | $4,289 | $3,712+15.5% | $5,919-27.5% | $2,270+88.9% |
| Participant deferral / active EE | $6,096 | $5,829+4.6% | $7,714-21.0% | $3,740+63.0% |
| Admin fee / account holder | $228 | $596-61.7% | $12,431-98.2% | $513-55.5% |