Filed September 25, 2019 (most recent of 3 filings on file)
Total covered: 4 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,671 | $37,039-49.6% | $147,617-87.4% | $59,188-68.5% |
| Participation rate | 67.9% | 63.8%+4.2pp | 84.6%-16.7pp | 69.4%-1.5pp |
| Annual return | 0.43% | 7.19%-6.8pp | 61.98%-61.6pp | 5.51%-5.1pp |
| Employer contribution / active EE | $2,304 | $1,353+70.3% | $5,564-58.6% | $2,098+9.8% |
| Participant deferral / active EE | $0 | $2,094-100.0% | $4,895-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $60-100.0% | $11,612-100.0% | $92-100.0% |