Filed June 18, 2018 (most recent of 6 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 21.28% | 12.92%+8.4pp | 10.36%+10.9pp | 17.84%+3.4pp |
| Employer contribution / active EE | $1,959 | $14,070-86.1% | $37,738-94.8% | $14,688-86.7% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |