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 | $69,774+18.6% | $67,561+22.5% | $74,429+11.2% |
| Participation rate | 99.4% | 71.4%+28.0pp | 72.9%+26.5pp | 67.2%+32.2pp |
| Annual return | 15.49% | -40.53%+56.0pp | 3525.44%-3510.0pp | 1368.38%-1352.9pp |
| Employer contribution / active EE | $2,916 | $2,710+7.6% | $2,735+6.6% | $2,625+11.1% |
| Participant deferral / active EE | $6,087 | $3,636+67.4% | $4,003+52.1% | $4,348+40.0% |
| Admin fee / account holder | $50 | $890-94.4% | $4,006-98.7% | $1,944-97.4% |