Filed September 8, 2023 (most recent of 2 filings on file)
Total covered: 7 employees
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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 | $136,476 | $86,225+58.3% | $146,647-6.9% | $86,821+57.2% |
| Participation rate | 92.3% | 78.0%+14.3pp | 80.1%+12.2pp | 72.3%+20.0pp |
| Annual return | 14.59% | 31.23%-16.6pp | 22.75%-8.2pp | 97.94%-83.3pp |
| Employer contribution / active EE | $3,672 | $2,392+53.5% | $4,137-11.2% | $2,406+52.6% |
| Participant deferral / active EE | $4,218 | $4,245-0.6% | $5,506-23.4% | $4,132+2.1% |
| Admin fee / account holder | $58 | $195-70.2% | $10,281-99.4% | $170-65.7% |