Filed November 15, 2017 (most recent of 2 filings on file)
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,431 | $105,173-69.2% | $87,102-62.8% | $77,775-58.3% |
| Participation rate | 99.0% | 85.8%+13.3pp | 76.9%+22.2pp | 73.2%+25.8pp |
| Annual return | -13.09% | 24.52%-37.6pp | 28.19%-41.3pp | 32.58%-45.7pp |
| Employer contribution / active EE | $0 | $2,890-100.0% | $2,521-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $0 | $5,048-100.0% | $4,048-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $105-100.0% | $7,493-100.0% | $100-100.0% |