Filed June 12, 2018 (most recent of 2 filings on file)
Total covered: 10 employees
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $87,754 | $80,177+9.4% | $123,894-29.2% | $57,658+52.2% |
| Participation rate | 96.9% | 74.4%+22.4pp | 81.4%+15.5pp | 70.2%+26.6pp |
| Annual return | 5.96% | 17.90%-11.9pp | 47.52%-41.6pp | 5.13%+0.8pp |
| Employer contribution / active EE | $6,826 | $2,913+134.3% | $4,617+47.8% | $1,974+245.8% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $33 | $106-68.6% | $8,357-99.6% | $95-64.7% |