Filed July 22, 2021
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,642 | $70,083-44.9% | $59,899-35.5% | $55,725-30.7% |
| Participation rate | 90.4% | 78.4%+12.1pp | 74.7%+15.7pp | 70.9%+19.6pp |
| Annual return | -2.36% | 3.13%-5.5pp | 3.46%-5.8pp | 244.93%-247.3pp |
| Employer contribution / active EE | $391 | $2,878-86.4% | $2,723-85.6% | $2,078-81.2% |
| Participant deferral / active EE | $1,815 | $3,079-41.1% | $3,402-46.7% | $3,356-45.9% |
| Admin fee / account holder | $0 | $70-100.0% | $3,592-100.0% | $115-100.0% |