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 | $102,874 | $71,142+44.6% | $119,634-14.0% | $64,824+58.7% |
| Participation rate | 96.2% | 78.6%+17.6pp | 79.3%+17.0pp | 71.5%+24.8pp |
| Annual return | -16.39% | -10.01%-6.4pp | -14.98%-1.4pp | 32.84%-49.2pp |
| Employer contribution / active EE | $4,653 | $2,497+86.3% | $4,232+9.9% | $2,507+85.6% |
| Participant deferral / active EE | $4,691 | $4,490+4.5% | $5,601-16.3% | $4,311+8.8% |
| Admin fee / account holder | $161 | $162-0.9% | $10,329-98.4% | $188-14.4% |