Filed April 4, 2018 (most recent of 2 filings on file)
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Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $348,454 | $100,272+247.5% | $170,043+104.9% | $74,460+368.0% |
| Participation rate | 99.6% | 87.4%+12.3pp | 87.0%+12.6pp | 70.7%+28.9pp |
| Annual return | 17.71% | 66.12%-48.4pp | 53.40%-35.7pp | 34.38%-16.7pp |
| Employer contribution / active EE | $10,934 | $4,266+156.3% | $6,790+61.0% | $2,638+314.5% |
| Participant deferral / active EE | $18,616 | $7,147+160.5% | $10,410+78.8% | $4,530+311.0% |
| Admin fee / account holder | $1 | $235-99.6% | $12,824-100.0% | $348-99.7% |