Filed March 27, 2020 (most recent of 3 filings on file)
Total covered: 118 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 | $2,822,362-100.0% | $1,964,387-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.3%-14.3pp | 0.6%-0.6pp |
| Annual return | 9.23% | 7.54%+1.7pp | 21681.50%-21672.3pp | 11.45%-2.2pp |
| Employer contribution / active EE | $1,103 | $16,158-93.2% | $87,430-98.7% | $17,219-93.6% |
| Participant deferral / active EE | $0 | $79-100.0% | $70-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $3,693-100.0% | $15,480-100.0% |