Filed February 26, 2024 (most recent of 3 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 7.13% | 9.21%-2.1pp | 8.34%-1.2pp | 8.76%-1.6pp |
| Employer contribution / active EE | $9,854 | $15,607-36.9% | $30,790-68.0% | $16,664-40.9% |
| Participant deferral / active EE | $0 | $2,645-100.0% | $252-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |