Filed November 27, 2018
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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 | $69,255-11.2% | $180,320-65.9% | $69,255-11.2% |
| Participation rate | 87.0% | 69.0%+17.9pp | 71.5%+15.4pp | 69.0%+17.9pp |
| Annual return | 10.30% | 26.73%-16.4pp | 778.54%-768.2pp | 26.73%-16.4pp |
| Employer contribution / active EE | $3,046 | $2,645+15.2% | $4,108-25.8% | $2,645+15.2% |
| Participant deferral / active EE | $3,462 | $2,890+19.8% | $4,304-19.6% | $2,890+19.8% |
| Admin fee / account holder | $1 | $733-99.9% | $10,000-100.0% | $733-99.9% |