Filed October 20, 2023 (most recent of 2 filings on file)
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,586 | $52,467+72.7% | $57,196+58.4% | $55,167+64.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 0.49% | 7.72%-7.2pp | 14.59%-14.1pp | 169.23%-168.7pp |
| Employer contribution / active EE | $5,602 | $2,477+126.1% | $2,683+108.8% | $1,963+185.4% |
| Participant deferral / active EE | $5,373 | $2,830+89.9% | $3,096+73.5% | $3,054+75.9% |
| Admin fee / account holder | $109 | $269-59.6% | $3,141-96.5% | $504-78.4% |