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 | $73,991 | $65,582+12.8% | $64,101+15.4% | $71,511+3.5% |
| Participation rate | 90.3% | 73.2%+17.1pp | 72.3%+18.0pp | 67.9%+22.3pp |
| Annual return | 12.05% | 18.96%-6.9pp | 33.72%-21.7pp | 28.86%-16.8pp |
| Employer contribution / active EE | $3,000 | $2,671+12.3% | $2,749+9.1% | $2,589+15.9% |
| Participant deferral / active EE | $5,930 | $3,628+63.5% | $3,881+52.8% | $4,291+38.2% |
| Admin fee / account holder | $31 | $616-94.9% | $3,070-99.0% | $1,588-98.0% |