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 | $69,708+18.7% | $67,560+22.5% | $74,478+11.1% |
| Participation rate | 99.4% | 71.4%+28.0pp | 72.9%+26.5pp | 67.2%+32.2pp |
| Annual return | 15.49% | -40.67%+56.2pp | 3533.50%-3518.0pp | 1370.56%-1355.1pp |
| Employer contribution / active EE | $2,916 | $2,715+7.4% | $2,737+6.6% | $2,626+11.1% |
| Participant deferral / active EE | $6,087 | $3,637+67.4% | $4,004+52.0% | $4,350+39.9% |
| Admin fee / account holder | $50 | $887-94.4% | $3,994-98.7% | $1,946-97.4% |