Filed March 1, 2019
Total covered: 3 employees
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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 | $104,975 | $68,408+53.5% | $57,196+83.5% | $57,658+82.1% |
| Participation rate | 95.5% | 79.1%+16.3pp | 75.3%+20.2pp | 70.2%+25.3pp |
| Annual return | 6.84% | 8.51%-1.7pp | 14.59%-7.8pp | 5.13%+1.7pp |
| Employer contribution / active EE | $2,063 | $2,869-28.1% | $2,683-23.1% | $1,974+4.5% |
| Participant deferral / active EE | $2,649 | $2,903-8.8% | $3,096-14.4% | $3,061-13.4% |
| Admin fee / account holder | $0 | $70-100.0% | $3,141-100.0% | $95-100.0% |