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 | $57,547 | $47,898+20.1% | $117,529-51.0% | $64,824-11.2% |
| Participation rate | 81.9% | 61.9%+20.0pp | 70.6%+11.3pp | 71.5%+10.4pp |
| Annual return | -10.14% | -15.54%+5.4pp | 29.77%-39.9pp | 32.84%-43.0pp |
| Employer contribution / active EE | $1,292 | $1,774-27.2% | $4,179-69.1% | $2,507-48.5% |
| Participant deferral / active EE | $2,569 | $3,151-18.4% | $4,072-36.9% | $4,311-40.4% |
| Admin fee / account holder | $0 | $132-99.7% | $5,645-100.0% | $188-99.8% |