Filed December 13, 2018
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Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $260,551 | $81,494+219.7% | $133,978+94.5% | $73,497+254.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 15.69% | 19.40%-3.7pp | 45.10%-29.4pp | 28.51%-12.8pp |
| Employer contribution / active EE | $14,870 | $2,210+573.0% | $3,919+279.4% | $2,270+555.1% |
| Participant deferral / active EE | $8,757 | $3,787+131.2% | $5,047+73.5% | $3,740+134.1% |
| Admin fee / account holder | $292 | $713-59.0% | $8,930-96.7% | $513-43.0% |