Filed February 1, 2017 (most recent of 3 filings on file)
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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $111,612 | $55,002+102.9% | $59,887+86.4% | $56,287+98.3% |
| Participation rate | 96.0% | 75.9%+20.1pp | 74.7%+21.3pp | 69.9%+26.1pp |
| Annual return | -2.32% | 1.13%-3.5pp | 3.46%-5.8pp | -9.96%+7.6pp |
| Employer contribution / active EE | $3,560 | $2,448+45.4% | $2,722+30.8% | $2,111+68.7% |
| Participant deferral / active EE | $5,917 | $3,121+89.6% | $3,402+73.9% | $3,350+76.6% |
| Admin fee / account holder | $0 | $236-100.0% | $3,591-100.0% | $521-100.0% |