Filed November 27, 2018
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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 | $61,467 | $55,715+10.3% | $124,206-50.5% | $71,012-13.4% |
| Participation rate | 87.0% | 34.7%+52.3pp | 69.6%+17.4pp | 58.6%+28.4pp |
| Annual return | 10.30% | 73.23%-62.9pp | 515.27%-505.0pp | 37.67%-27.4pp |
| Employer contribution / active EE | $3,046 | $964+216.0% | $3,540-14.0% | $2,348+29.7% |
| Participant deferral / active EE | $3,462 | $1,833+88.9% | $3,968-12.7% | $3,246+6.6% |
| Admin fee / account holder | $1 | $1,481-100.0% | $5,929-100.0% | $1,167-99.9% |