Filed October 1, 2021 (most recent of 2 filings on file)
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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,844 | $69,745-58.6% | $67,511-57.3% | $74,546-61.3% |
| Participation rate | 86.0% | 71.3%+14.7pp | 72.9%+13.1pp | 67.2%+18.8pp |
| Annual return | 14.03% | -40.37%+54.4pp | 3517.41%-3503.4pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $0 | $2,705-100.0% | $2,733-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,817 | $3,636+5.0% | $4,000-4.6% | $4,347-12.2% |
| Admin fee / account holder | $0 | $894-100.0% | $3,999-100.0% | $1,944-100.0% |