Filed August 16, 2023 (most recent of 2 filings on file)
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $1,867,444-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.3%-11.3pp | 0.0%0pp |
| Annual return | 13.17% | 17.84%-4.7pp | 9.84%+3.3pp | 17.84%-4.7pp |
| Employer contribution / active EE | $48,124 | $14,688+227.6% | $50,102-3.9% | $14,688+227.6% |
| Participant deferral / active EE | $0 | $770-100.0% | $612-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $18,647-100.0% | - |