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.
Employer 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 | $40,289-100.0% | $151,941-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 4.2%-4.2pp |
| Annual return | 7.65% | 7.02%+0.6pp | 5.44%+2.2pp | 10.64%-3.0pp |
| Employer contribution / active EE | $1,230 | $9,548-87.1% | $25,481-95.2% | $11,561-89.4% |
| Participant deferral / active EE | $6 | $399-98.4% | $65-90.4% | $347-98.2% |
| Admin fee / account holder | $0 | $312-100.0% | $11,765-100.0% | $312-100.0% |