Filed August 13, 2021 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,352 | $58,312-39.4% | $86,656-59.2% | $71,529-50.6% |
| Participation rate | 30.9% | 65.0%-34.1pp | 71.7%-40.8pp | 67.9%-37.0pp |
| Annual return | 20.34% | 24.08%-3.7pp | 593.09%-572.7pp | 28.97%-8.6pp |
| Employer contribution / active EE | $767 | $2,576-70.2% | $3,025-74.7% | $2,590-70.4% |
| Participant deferral / active EE | $1,500 | $3,439-56.4% | $4,439-66.2% | $4,291-65.0% |
| Admin fee / account holder | $2 | $1,057-99.8% | $5,619-100.0% | $1,588-99.9% |