Filed September 18, 2017
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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 | $77,681 | $50,637+53.4% | $86,582-10.3% | $62,293+24.7% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 12.36% | 20.80%-8.4pp | 965.08%-952.7pp | 28.90%-16.5pp |
| Employer contribution / active EE | $4,118 | $2,075+98.4% | $2,839+45.0% | $2,042+101.6% |
| Participant deferral / active EE | $5,070 | $2,611+94.2% | $3,609+40.5% | $3,169+60.0% |
| Admin fee / account holder | $0 | $413-100.0% | $4,904-100.0% | $479-100.0% |