Filed October 19, 2016 (most recent of 2 filings on file)
Total covered: 2 employees
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Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,005 | $140,592+78.5% | $123,105+103.9% | $125,389+100.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -4.05% | 16.80%-20.8pp | 13.22%-17.3pp | 282.24%-286.3pp |
| Employer contribution / active EE | $9,982 | $6,041+65.2% | $5,151+93.8% | $4,866+105.1% |
| Participant deferral / active EE | $17,028 | $6,980+143.9% | $6,229+173.3% | $5,352+218.2% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |