Filed April 23, 2019
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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 | $86,278 | $55,002+56.9% | $59,899+44.0% | $56,289+53.3% |
| Participation rate | 94.3% | 75.9%+18.4pp | 74.7%+19.6pp | 69.9%+24.5pp |
| Annual return | 8.86% | 1.13%+7.7pp | 3.46%+5.4pp | -9.96%+18.8pp |
| Employer contribution / active EE | $1,405 | $2,448-42.6% | $2,723-48.4% | $2,111-33.5% |
| Participant deferral / active EE | $2,278 | $3,121-27.0% | $3,402-33.1% | $3,350-32.0% |
| Admin fee / account holder | $0 | $236-100.0% | $3,592-100.0% | $521-100.0% |