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 | $151,301 | $64,176+135.8% | $112,249+34.8% | $66,938+126.0% |
| Participation rate | 88.6% | 68.4%+20.1pp | 75.1%+13.5pp | 69.8%+18.8pp |
| Annual return | 3.48% | -13.80%+17.3pp | 27.48%-24.0pp | 1.58%+1.9pp |
| Employer contribution / active EE | $33,356 | $3,007+1009.3% | $3,636+817.4% | $2,545+1210.5% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $1 | $626-99.9% | $6,412-100.0% | $594-99.9% |