Filed May 20, 2016 (most recent of 5 filings on file)
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 14.17% | 12.77%+1.4pp | 90.61%-76.4pp | 12.86%+1.3pp |
| Employer contribution / active EE | $17,172 | $8,963+91.6% | $32,730-47.5% | $13,687+25.5% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |