Filed November 5, 2019 (most recent of 2 filings on file)
Total covered: 3 employees
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,126 | $76,696+107.5% | $96,538+64.8% | $71,529+122.5% |
| Participation rate | 85.1% | 66.6%+18.6pp | 74.3%+10.8pp | 67.9%+17.2pp |
| Annual return | 16.26% | 48.32%-32.1pp | 35.74%-19.5pp | 28.97%-12.7pp |
| Employer contribution / active EE | $6,481 | $3,032+113.8% | $3,740+73.3% | $2,590+150.2% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,737-100.0% | $1,588-100.0% |