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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $21,578,776-100.0% | $311,837-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -5.26% | 33.37%-38.6pp | 4677.09%-4682.3pp | 33.37%-38.6pp |
| Employer contribution / active EE | $0 | $11,253-100.0% | $49,501-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $819-100.0% | $312-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | - | $99,113-100.0% |