Filed April 16, 2018 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,407 | $148,623-7.5% | $135,974+1.1% | $139,466-1.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.27% | 79.30%-62.0pp | 68.30%-51.0pp | 373.66%-356.4pp |
| Employer contribution / active EE | $11,529 | $5,246+119.8% | $4,859+137.3% | $4,754+142.5% |
| Participant deferral / active EE | $11,221 | $8,103+38.5% | $7,760+44.6% | $6,712+67.2% |
| Admin fee / account holder | $6,162 | $12,406-50.3% | $10,767-42.8% | $11,409-46.0% |