Filed December 7, 2020 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $77,065 | $63,156+22.0% | $122,354-37.0% | $62,293+23.7% |
| Participation rate | 52.0% | 60.0%-8.0pp | 71.6%-19.6pp | 69.5%-17.5pp |
| Annual return | 14.87% | 20.61%-5.7pp | 30.28%-15.4pp | 28.90%-14.0pp |
| Employer contribution / active EE | $1,492 | $1,385+7.8% | $4,051-63.2% | $2,042-26.9% |
| Participant deferral / active EE | $2,988 | $2,321+28.8% | $3,287-9.1% | $3,169-5.7% |
| Admin fee / account holder | $10 | $440-97.7% | $5,479-99.8% | $479-97.9% |