Filed May 23, 2024 (most recent of 4 filings on file)
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Participant contribution per participant 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 | $98,614-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | 197.27% | 73.13%+124.1pp | -0.41%+197.7pp | 73.13%+124.1pp |
| Employer contribution / active EE | $0 | $8,421-100.0% | $15,396-100.0% | $8,421-100.0% |
| Participant deferral / active EE | $1 | $293-99.7% | $26-96.5% | $293-99.7% |
| Admin fee / account holder | $0 | $0 | $2,970-100.0% | - |