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 | $59,901 | $52,450+14.2% | $129,397-53.7% | $74,429-19.5% |
| Participation rate | 87.8% | 53.8%+34.0pp | 69.6%+18.2pp | 67.2%+20.6pp |
| Annual return | 13.03% | 15.65%-2.6pp | 9453.98%-9441.0pp | 1368.38%-1355.4pp |
| Employer contribution / active EE | $1,986 | $1,532+29.7% | $4,154-52.2% | $2,625-24.3% |
| Participant deferral / active EE | $3,475 | $2,797+24.2% | $4,167-16.6% | $4,348-20.1% |
| Admin fee / account holder | $0 | $2,636-100.0% | $7,679-100.0% | $1,944-100.0% |