Filed June 26, 2018 (most recent of 3 filings on file)
Total covered: 1,252 employees
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,792 | $53,925-50.3% | $75,501-64.5% | $69,634-61.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 72.4%+27.6pp | 70.7%+29.3pp |
| Annual return | 10.72% | 17.84%-7.1pp | 27.35%-16.6pp | 27572.26%-27561.5pp |
| Employer contribution / active EE | $2,274 | $1,802+26.2% | $2,352-3.3% | $2,032+11.9% |
| Participant deferral / active EE | $0 | $2,569-100.0% | $3,142-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $97-100.0% | $5,801-100.0% | $110-100.0% |