Filed October 1, 2021 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,921 | $45,050-69.1% | $63,018-77.9% | $70,126-80.1% |
| Participation rate | 69.0% | 69.5%-0.5pp | 74.8%-5.8pp | 69.5%-0.6pp |
| Annual return | 14.58% | 18.76%-4.2pp | 87.62%-73.0pp | 73.15%-58.6pp |
| Employer contribution / active EE | $1,815 | $2,052-11.5% | $2,761-34.3% | $2,343-22.5% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |