Filed January 4, 2018 (most recent of 2 filings on file)
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,458 | $52,467-61.0% | $57,196-64.2% | $55,167-62.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 5.61% | 7.72%-2.1pp | 14.59%-9.0pp | 169.23%-163.6pp |
| Employer contribution / active EE | $3,618 | $2,477+46.1% | $2,683+34.9% | $1,963+84.4% |
| Participant deferral / active EE | $3,219 | $2,830+13.7% | $3,096+4.0% | $3,054+5.4% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |