Filed May 19, 2015 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $46,157 | $65,322-29.3% | $70,462-34.5% | $73,493-37.2% |
| Participation rate | 76.3% | 77.0%-0.6pp | 75.1%+1.3pp | 70.7%+5.6pp |
| Annual return | 15.03% | 15.71%-0.7pp | 109.08%-94.0pp | 28.51%-13.5pp |
| Employer contribution / active EE | $277 | $2,460-88.8% | $2,737-89.9% | $2,270-87.8% |
| Participant deferral / active EE | $3,587 | $3,375+6.3% | $3,710-3.3% | $3,740-4.1% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |