Filed August 27, 2018 (most recent of 3 filings on file)
Total covered: 2,089 employees
Form 5500 reported that benefits due were not provided when due.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 3.36% | 9.30%-5.9pp | 3.39%0pp | 9.30%-5.9pp |
| Employer contribution / active EE | $9,188 | $12,551-26.8% | $31,780-71.1% | $12,551-26.8% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $83-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |