Filed May 10, 2018 (most recent of 2 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $92,461 | $52,467+76.2% | $57,196+61.7% | $55,167+67.6% |
| Participation rate | 90.9% | 75.8%+15.1pp | 75.3%+15.6pp | 69.0%+21.9pp |
| Annual return | 6.31% | 7.72%-1.4pp | 14.59%-8.3pp | 169.23%-162.9pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $6,309 | $2,830+122.9% | $3,096+103.8% | $3,054+106.6% |
| Admin fee / account holder | $1 | $269-99.6% | $3,141-100.0% | $504-99.8% |