Filed March 19, 2015 (most recent of 2 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,170 | $80,753-87.4% | $136,298-92.5% | $62,293-83.7% |
| Participation rate | 71.8% | 73.5%-1.7pp | 81.9%-10.1pp | 69.5%+2.3pp |
| Annual return | 17.60% | 35.83%-18.2pp | 5156.27%-5138.7pp | 28.90%-11.3pp |
| Employer contribution / active EE | $62 | $2,884-97.9% | $4,696-98.7% | $2,042-97.0% |
| Participant deferral / active EE | $3,826 | $5,164-25.9% | $6,247-38.8% | $3,169+20.7% |
| Admin fee / account holder | $44 | $525-91.5% | $9,244-99.5% | $479-90.7% |