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 | $84,717 | $65,322+29.7% | $70,476+20.2% | $73,493+15.3% |
| Participation rate | 93.4% | 77.0%+16.4pp | 75.1%+18.3pp | 70.7%+22.7pp |
| Annual return | 4.59% | 15.71%-11.1pp | 109.12%-104.5pp | 28.51%-23.9pp |
| Employer contribution / active EE | $1,235 | $2,460-49.8% | $2,738-54.9% | $2,270-45.6% |
| Participant deferral / active EE | $2,495 | $3,375-26.1% | $3,710-32.8% | $3,740-33.3% |
| Admin fee / account holder | $0 | $214-100.0% | $3,847-100.0% | $513-100.0% |