Filed November 8, 2017 (most recent of 2 filings on file)
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Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $194,955 | $89,739+117.2% | $149,721+30.2% | $62,293+213.0% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 0.00% | 21.01%-21.0pp | 1501.67%-1501.7pp | 28.90%-28.9pp |
| Employer contribution / active EE | $10,036 | $3,233+210.4% | $5,444+84.3% | $2,042+391.4% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,568-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $11,282-100.0% | $479-100.0% |