Filed April 22, 2025 (most recent of 4 filings on file)
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Annual investment return 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 | $107,664-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 10.89% | 16.32%-5.4pp | 337.46%-326.6pp | 16.32%-5.4pp |
| Employer contribution / active EE | $7,252 | $12,766-43.2% | $20,191-64.1% | $12,766-43.2% |
| Participant deferral / active EE | $0 | $800-100.0% | $30-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $1,663-100.0% | - |