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 | $57,497 | $53,344+7.8% | $121,204-52.6% | $74,460-22.8% |
| Participation rate | 80.1% | 60.0%+20.1pp | 69.5%+10.6pp | 70.7%+9.4pp |
| Annual return | 10.62% | 35.15%-24.5pp | 987.18%-976.6pp | 34.38%-23.8pp |
| Employer contribution / active EE | $1,258 | $1,898-33.7% | $4,170-69.8% | $2,638-52.3% |
| Participant deferral / active EE | $2,653 | $3,220-17.6% | $4,083-35.0% | $4,530-41.4% |
| Admin fee / account holder | $1 | $382-99.8% | $5,651-100.0% | $348-99.8% |