Filed June 19, 2020 (most recent of 8 filings on file)
Total covered: 1,371 employees
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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 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | 10.15% | 10.00%+0.1pp | 5.16%+5.0pp | 9.30%+0.9pp |
| Employer contribution / active EE | $17,422 | $10,363+68.1% | $26,479-34.2% | $12,557+38.7% |
| Participant deferral / active EE | $0 | $802-100.0% | $78-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |