Filed October 18, 2022 (most recent of 19 filings on file)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $127,144-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 62.9%-62.9pp | 0.0%0pp |
| Annual return | 6.90% | 17.84%-10.9pp | 9.35%-2.5pp | 17.84%-10.9pp |
| Employer contribution / active EE | $6,410 | $14,688-56.4% | $25,504-74.9% | $14,688-56.4% |
| Participant deferral / active EE | $0 | $770-100.0% | $1,066-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,049-100.0% | - |