Filed December 14, 2021 (most recent of 4 filings on file)
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Plan reported corrective distributions (failed ADP/ACP testing).
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 | $148,621 | $176,471-15.8% | $95,968+54.9% | $90,274+64.6% |
| Participation rate | 95.5% | 86.6%+9.0pp | 77.1%+18.4pp | 73.4%+22.2pp |
| Annual return | 13.04% | 20.15%-7.1pp | 91.65%-78.6pp | 53.97%-40.9pp |
| Employer contribution / active EE | $2,626 | $2,783-5.6% | $2,542+3.3% | $2,523+4.1% |
| Participant deferral / active EE | $8,864 | $5,325+66.5% | $4,167+112.7% | $4,231+109.5% |
| Admin fee / account holder | $171 | $154+11.0% | $6,798-97.5% | $114+50.1% |