Filed September 8, 2016
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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 | $82,741 | $69,745+18.6% | $67,511+22.6% | $74,546+11.0% |
| Participation rate | 99.4% | 71.3%+28.0pp | 72.9%+26.5pp | 67.2%+32.2pp |
| Annual return | 15.49% | -40.37%+55.9pp | 3517.41%-3501.9pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $2,916 | $2,705+7.8% | $2,733+6.7% | $2,624+11.1% |
| Participant deferral / active EE | $6,087 | $3,636+67.4% | $4,000+52.2% | $4,347+40.0% |
| Admin fee / account holder | $50 | $894-94.4% | $3,999-98.7% | $1,944-97.4% |