Filed September 13, 2017
Total covered: 78 employees
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,320 | $128,472+38.0% | $81,367+117.9% | $59,188+199.6% |
| Participation rate | 88.3% | 92.5%-4.3pp | 82.3%+6.0pp | 69.4%+18.8pp |
| Annual return | -10.57% | 1.24%-11.8pp | -0.92%-9.7pp | 5.51%-16.1pp |
| Employer contribution / active EE | $3,282 | $3,689-11.0% | $3,930-16.5% | $2,098+56.4% |
| Participant deferral / active EE | $4,739 | $6,963-31.9% | $5,383-12.0% | $3,265+45.2% |
| Admin fee / account holder | $0 | $71-100.0% | $8,926-100.0% | $92-100.0% |