Filed August 15, 2019
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Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $42,120 | $45,082-6.6% | $69,464-39.4% | $72,975-42.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 18.09% | 22.66%-4.6pp | 28.98%-10.9pp | 81.01%-62.9pp |
| Employer contribution / active EE | $1,420 | $2,055-30.9% | $2,779-48.9% | $2,440-41.8% |
| Participant deferral / active EE | $4,836 | $2,604+85.7% | $3,536+36.8% | $3,608+34.0% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,840-100.0% | $5,124-100.0% |