Filed September 8, 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 | $116,575 | $122,042-4.5% | $184,260-36.7% | $74,459+56.6% |
| Participation rate | 97.1% | 85.5%+11.6pp | 86.8%+10.3pp | 67.2%+29.9pp |
| Annual return | 10.43% | 19.91%-9.5pp | 28.84%-18.4pp | 1369.70%-1359.3pp |
| Employer contribution / active EE | $4,030 | $4,537-11.2% | $6,427-37.3% | $2,626+53.5% |
| Participant deferral / active EE | $5,036 | $7,143-29.5% | $9,133-44.9% | $4,350+15.8% |
| Admin fee / account holder | $0 | $1,252-100.0% | $13,898-100.0% | $1,945-100.0% |