Filed June 1, 2021
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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 | $29,498 | $46,732-36.9% | $156,551-81.2% | $55,167-46.5% |
| Participation rate | 95.9% | 65.8%+30.1pp | 84.0%+11.9pp | 69.0%+26.9pp |
| Annual return | 7.63% | 17.72%-10.1pp | 32.23%-24.6pp | 169.23%-161.6pp |
| Employer contribution / active EE | $2,712 | $2,105+28.8% | $5,501-50.7% | $1,963+38.2% |
| Participant deferral / active EE | $2,159 | $2,204-2.0% | $4,871-55.7% | $3,054-29.3% |
| Admin fee / account holder | $26 | $418-93.8% | $13,028-99.8% | $504-94.9% |