Filed June 19, 2020 (most recent of 8 filings on file)
Total covered: 1,371 employees
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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 | $522,682-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -3.09% | 3.11%-6.2pp | -3.43%+0.3pp | 3.11%-6.2pp |
| Employer contribution / active EE | $5,930 | $9,361-36.7% | $25,607-76.8% | $9,361-36.7% |
| Participant deferral / active EE | $0 | $375-100.0% | $77-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $13,511-100.0% | - |