Filed March 1, 2019
Total covered: 3 employees
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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $119,144 | $84,948+40.3% | $70,476+69.1% | $73,412+62.3% |
| Participation rate | 93.8% | 79.9%+13.9pp | 75.1%+18.8pp | 72.2%+21.6pp |
| Annual return | 11.93% | 13.39%-1.5pp | 109.12%-97.2pp | 59.30%-47.4pp |
| Employer contribution / active EE | $3,550 | $2,834+25.3% | $2,738+29.7% | $2,234+58.9% |
| Participant deferral / active EE | $3,361 | $3,387-0.8% | $3,710-9.4% | $3,806-11.7% |
| Admin fee / account holder | $0 | $98-100.0% | $3,847-100.0% | $158-100.0% |