Filed August 25, 2020 (most recent of 4 filings on file)
Total covered: 84 employees
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $1,637,423-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | 15.73% | 17.84%-2.1pp | 15.63%+0.1pp | 17.84%-2.1pp |
| Employer contribution / active EE | $7,442 | $14,688-49.3% | $56,677-86.9% | $14,688-49.3% |
| Participant deferral / active EE | $0 | $770-100.0% | $93-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |