Filed August 25, 2020 (most recent of 4 filings on file)
Total covered: 84 employees
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $14,096,330-100.0% | $177,167-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.8%-11.8pp | 0.0%0pp |
| Annual return | -3.72% | -1.94%-1.8pp | -2.52%-1.2pp | 1.67%-5.4pp |
| Employer contribution / active EE | $7,757 | $10,838-28.4% | $82,375-90.6% | $10,506-26.2% |
| Participant deferral / active EE | $0 | $627-100.0% | $201-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $1,917-100.0% | $66,276-100.0% |