Filed May 23, 2024 (most recent of 4 filings on file)
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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 | $313,292-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.0%0pp |
| Annual return | -0.74% | 3.11%-3.9pp | -2.79%+2.0pp | 3.11%-3.9pp |
| Employer contribution / active EE | $50,822 | $9,361+442.9% | $39,327+29.2% | $9,361+442.9% |
| Participant deferral / active EE | $0 | $375-100.0% | $351-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $15,115-100.0% | - |