Filed October 26, 2016 (most recent of 7 filings on file)
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,275 | $138,393-69.5% | $184,256-77.1% | $80,959-47.8% |
| Participation rate | 81.4% | 83.9%-2.5pp | 86.8%-5.4pp | 67.7%+13.8pp |
| Annual return | 22.57% | 20.01%+2.6pp | 28.85%-6.3pp | 35.67%-13.1pp |
| Employer contribution / active EE | $952 | $4,847-80.4% | $6,427-85.2% | $2,757-65.5% |
| Participant deferral / active EE | $4,283 | $7,076-39.5% | $9,133-53.1% | $4,300-0.4% |
| Admin fee / account holder | $40 | $10,489-99.6% | $13,899-99.7% | $6,925-99.4% |