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 | $69,650 | $62,723+11.0% | $142,898-51.3% | $86,821-19.8% |
| Participation rate | 84.7% | 62.6%+22.1pp | 72.0%+12.7pp | 72.3%+12.4pp |
| Annual return | 24.73% | 17.62%+7.1pp | 5639.64%-5614.9pp | 97.94%-73.2pp |
| Employer contribution / active EE | $1,627 | $1,627+0.1% | $4,146-60.7% | $2,406-32.4% |
| Participant deferral / active EE | $3,038 | $3,0390% | $3,838-20.9% | $4,132-26.5% |
| Admin fee / account holder | $0 | $140-100.0% | $6,560-100.0% | $170-100.0% |