Filed June 10, 2015
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,566 | $60,795-10.2% | $69,483-21.5% | $65,186-16.3% |
| Participation rate | 68.6% | 74.9%-6.3pp | 74.6%-6.0pp | 70.2%-1.6pp |
| Annual return | 10.78% | 17.46%-6.7pp | 28.99%-18.2pp | 29.39%-18.6pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,780-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,318 | $3,162+68.2% | $3,537+50.4% | $3,514+51.3% |
| Admin fee / account holder | $2 | $314-99.4% | $3,841-100.0% | $847-99.8% |