Filed August 27, 2018 (most recent of 3 filings on file)
Total covered: 2,089 employees
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $306,962 | $106,520+188.2% | $453,569-32.3% | $106,520+188.2% |
| Participation rate | 98.6% | 71.3%+27.3pp | 78.0%+20.6pp | 71.3%+27.3pp |
| Annual return | 14.32% | 19.28%-5.0pp | 64.43%-50.1pp | 19.28%-5.0pp |
| Employer contribution / active EE | $9,370 | $2,840+229.9% | $4,072+130.1% | $2,840+229.9% |
| Participant deferral / active EE | $13,443 | $4,948+171.7% | $6,211+116.4% | $4,948+171.7% |
| Admin fee / account holder | $0 | $75-100.0% | $11,214-100.0% | $75-100.0% |