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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $1,964,387-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.3%-14.3pp | 0.0%0pp |
| Annual return | 11.53% | 12.86%-1.3pp | 21681.50%-21670.0pp | 12.86%-1.3pp |
| Employer contribution / active EE | $6,986 | $13,687-49.0% | $87,430-92.0% | $13,687-49.0% |
| Participant deferral / active EE | $0 | $833-100.0% | $70-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $3,693-100.0% | - |