Filed July 17, 2019 (most recent of 2 filings on file)
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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 | $87,285 | $37,117+135.2% | $147,617-40.9% | $55,191+58.1% |
| Participation rate | 100.0% | 63.6%+36.4pp | 84.6%+15.4pp | 69.2%+30.8pp |
| Annual return | 18.99% | 3.44%+15.5pp | 61.98%-43.0pp | 10.78%+8.2pp |
| Employer contribution / active EE | $1,553 | $1,620-4.2% | $5,565-72.1% | $1,899-18.2% |
| Participant deferral / active EE | $2,903 | $1,985+46.2% | $4,895-40.7% | $3,046-4.7% |
| Admin fee / account holder | $1 | $86-98.5% | $11,611-100.0% | $91-98.6% |