Filed January 31, 2024 (most recent of 2 filings on file)
Total covered: 466 employees
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $76,670 | $143,368-46.5% | $87,102-12.0% | $89,609-14.4% |
| Participation rate | 90.1% | 88.2%+1.9pp | 76.9%+13.3pp | 69.6%+20.6pp |
| Annual return | 19.56% | 28.55%-9.0pp | 28.19%-8.6pp | 33.65%-14.1pp |
| Employer contribution / active EE | $2,490 | $4,012-37.9% | $2,521-1.3% | $2,584-3.7% |
| Participant deferral / active EE | $3,979 | $7,129-44.2% | $4,048-1.7% | $4,222-5.7% |
| Admin fee / account holder | $0 | $61-100.0% | $7,493-100.0% | $72-100.0% |