Filed November 2, 2022 (most recent of 2 filings on file)
Total covered: 4,501 employees
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,522-100.0% | $522,682-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 12.6%-12.6pp | 9.2%-9.2pp |
| Annual return | 0.18% | -0.08%+0.3pp | -3.43%+3.6pp | -0.08%+0.3pp |
| Employer contribution / active EE | $8,763 | $7,991+9.7% | $25,607-65.8% | $7,991+9.7% |
| Participant deferral / active EE | $5 | $325-98.5% | $77-93.6% | $325-98.5% |
| Admin fee / account holder | $0 | $275-100.0% | $13,511-100.0% | $275-100.0% |