Filed April 23, 2019
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $86,911 | $60,795+43.0% | $69,464+25.1% | $65,185+33.3% |
| Participation rate | 95.1% | 74.9%+20.3pp | 74.6%+20.5pp | 70.2%+24.9pp |
| Annual return | 4.99% | 17.46%-12.5pp | 28.98%-24.0pp | 29.38%-24.4pp |
| Employer contribution / active EE | $1,557 | $2,452-36.5% | $2,779-44.0% | $2,177-28.5% |
| Participant deferral / active EE | $2,667 | $3,162-15.6% | $3,536-24.6% | $3,514-24.1% |
| Admin fee / account holder | $0 | $314-100.0% | $3,840-100.0% | $847-100.0% |