Filed May 10, 2018 (most recent of 2 filings on file)
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,699 | $52,467-72.0% | $57,196-74.3% | $55,167-73.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 8.08% | 7.72%+0.4pp | 14.59%-6.5pp | 169.23%-161.1pp |
| Employer contribution / active EE | $3,309 | $2,477+33.6% | $2,683+23.3% | $1,963+68.6% |
| Participant deferral / active EE | $0 | $2,830-100.0% | $3,096-100.0% | $3,054-100.0% |
| Admin fee / account holder | $8 | $269-97.2% | $3,141-99.8% | $504-98.5% |