Filed June 12, 2018 (most recent of 2 filings on file)
Total covered: 10 employees
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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $136,652 | $91,474+49.4% | $135,982+0.5% | $71,529+91.0% |
| Participation rate | 96.8% | 75.7%+21.2pp | 81.9%+14.9pp | 67.9%+28.9pp |
| Annual return | 17.19% | 29.89%-12.7pp | 68.32%-51.1pp | 28.97%-11.8pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $9,713 | $7,095+36.9% | $7,760+25.2% | $4,291+126.3% |
| Admin fee / account holder | $24 | $1,267-98.1% | $10,767-99.8% | $1,588-98.5% |