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 | $18,026,966-100.0% | $463,922-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 17.6%-17.6pp | 1.8%-1.8pp |
| Annual return | -2.21% | 0.19%-2.4pp | 60.62%-62.8pp | 0.19%-2.4pp |
| Employer contribution / active EE | $21,858 | $13,763+58.8% | $61,657-64.5% | $13,763+58.8% |
| Participant deferral / active EE | $0 | $804-100.0% | $288-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $23-100.0% | $426-100.0% |