Filed June 19, 2020 (most recent of 8 filings on file)
Total covered: 1,371 employees
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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,016 | $110,258+95.0% | $102,460+109.9% | $200,096+7.5% |
| Participation rate | 99.8% | 86.3%+13.5pp | 76.5%+23.3pp | 72.0%+27.8pp |
| Annual return | 18.62% | 35.78%-17.2pp | 29.47%-10.8pp | 34.26%-15.6pp |
| Employer contribution / active EE | $9,205 | $3,605+155.4% | $3,025+204.3% | $3,038+203.0% |
| Participant deferral / active EE | $10,085 | $6,377+58.1% | $5,056+99.5% | $5,090+98.1% |
| Admin fee / account holder | $0 | $122-100.0% | $9,460-100.0% | $269-100.0% |