Filed April 22, 2025 (most recent of 4 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $0 | $204,001-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 0.0%0pp |
| Annual return | 11.26% | 1023.85%-1012.6pp | -100.31%+111.6pp | 1023.85%-1012.6pp |
| Employer contribution / active EE | $2,647 | $11,605-77.2% | $18,686-85.8% | $11,605-77.2% |
| Participant deferral / active EE | $0 | $275-100.0% | $77-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $1,604-100.0% | - |