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 | $110,282+95.0% | $102,423+109.9% | $199,921+7.6% |
| Participation rate | 99.8% | 86.3%+13.5pp | 76.5%+23.3pp | 72.0%+27.8pp |
| Annual return | 18.62% | 35.75%-17.1pp | 29.42%-10.8pp | 34.28%-15.7pp |
| Employer contribution / active EE | $9,205 | $3,603+155.5% | $3,023+204.5% | $3,035+203.3% |
| Participant deferral / active EE | $10,085 | $6,376+58.2% | $5,054+99.5% | $5,089+98.2% |
| Admin fee / account holder | $0 | $122-100.0% | $9,455-100.0% | $269-100.0% |