Filed May 22, 2018 (most recent of 2 filings on file)
Total covered: 12 employees
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Employer contribution per participant 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 | $0 | $0 | $1,867,444-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.3%-11.3pp | 0.0%0pp |
| Annual return | 17.84% | 17.84%0pp | 9.84%+8.0pp | 17.84%0pp |
| Employer contribution / active EE | $2,541 | $14,688-82.7% | $50,102-94.9% | $14,688-82.7% |
| Participant deferral / active EE | $0 | $770-100.0% | $612-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $18,647-100.0% | - |