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 | $57,821-100.0% | $151,941-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 10.6%-10.6pp | 5.5%-5.5pp |
| Annual return | -54.66% | 5.86%-60.5pp | 5.44%-60.1pp | 5.86%-60.5pp |
| Employer contribution / active EE | $14,171 | $10,137+39.8% | $25,481-44.4% | $10,137+39.8% |
| Participant deferral / active EE | $0 | $492-100.0% | $65-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $11,765-100.0% | $387-100.0% |