Filed February 19, 2020 (most recent of 2 filings on file)
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Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,604 | $64,612+58.8% | $86,438+18.7% | $64,819+58.3% |
| Participation rate | 94.6% | 81.5%+13.1pp | 80.3%+14.2pp | 71.5%+23.1pp |
| Annual return | -16.21% | 0.66%-16.9pp | 4397.19%-4413.4pp | 32.84%-49.0pp |
| Employer contribution / active EE | $8,361 | $2,744+204.7% | $3,769+121.8% | $2,507+233.5% |
| Participant deferral / active EE | $10,576 | $7,497+41.1% | $6,952+52.1% | $4,311+145.3% |
| Admin fee / account holder | $4 | $169-97.9% | $6,733-99.9% | $188-98.1% |