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 | $61,467 | $58,121+5.8% | $130,788-53.0% | $64,728-5.0% |
| Participation rate | 87.0% | 34.7%+52.2pp | 70.1%+16.9pp | 57.9%+29.1pp |
| Annual return | 10.30% | 102.13%-91.8pp | 386.44%-376.1pp | 49.38%-39.1pp |
| Employer contribution / active EE | $3,046 | $1,281+137.8% | $3,558-14.4% | $2,243+35.8% |
| Participant deferral / active EE | $3,462 | $2,137+62.0% | $4,137-16.3% | $2,729+26.8% |
| Admin fee / account holder | $1 | $1,703-100.0% | $6,673-100.0% | $1,145-99.9% |