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 | $89,195 | $136,307-34.6% | $177,848-49.8% | $73,497+21.4% |
| Participation rate | 92.7% | 86.1%+6.6pp | 87.7%+5.0pp | 70.7%+22.0pp |
| Annual return | 8.68% | 18.68%-10.0pp | 48.33%-39.6pp | 28.51%-19.8pp |
| Employer contribution / active EE | $3,035 | $3,712-18.2% | $5,919-48.7% | $2,270+33.7% |
| Participant deferral / active EE | $3,912 | $5,829-32.9% | $7,714-49.3% | $3,740+4.6% |
| Admin fee / account holder | $18 | $596-96.9% | $12,431-99.9% | $513-96.4% |