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 | $69,771+18.6% | $67,524+22.5% | $74,400+11.2% |
| Participation rate | 99.4% | 71.4%+28.0pp | 72.9%+26.5pp | 67.2%+32.2pp |
| Annual return | 15.49% | -40.49%+56.0pp | 3519.41%-3503.9pp | 1367.51%-1352.0pp |
| Employer contribution / active EE | $2,916 | $2,710+7.6% | $2,734+6.7% | $2,624+11.1% |
| Participant deferral / active EE | $6,087 | $3,638+67.3% | $4,001+52.1% | $4,348+40.0% |
| Admin fee / account holder | $50 | $889-94.4% | $4,001-98.7% | $1,944-97.4% |