Filed August 24, 2017
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,655 | $58,093-67.9% | $80,022-76.7% | $56,287-66.9% |
| Participation rate | 97.9% | 73.6%+24.2pp | 75.8%+22.0pp | 69.9%+28.0pp |
| Annual return | -4.22% | 34.63%-38.9pp | 11.22%-15.4pp | -9.96%+5.7pp |
| Employer contribution / active EE | $1,451 | $1,933-24.9% | $2,468-41.2% | $2,111-31.3% |
| Participant deferral / active EE | $2,875 | $3,136-8.3% | $3,686-22.0% | $3,350-14.2% |
| Admin fee / account holder | $95 | $623-84.7% | $6,521-98.5% | $521-81.7% |