Filed August 23, 2022
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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 | $97,729 | $69,745+40.1% | $67,511+44.8% | $74,546+31.1% |
| Participation rate | 93.9% | 71.3%+22.6pp | 72.9%+21.1pp | 67.2%+26.7pp |
| Annual return | 14.65% | -40.37%+55.0pp | 3517.41%-3502.8pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $1,945 | $2,705-28.1% | $2,733-28.8% | $2,624-25.9% |
| Participant deferral / active EE | $2,997 | $3,636-17.6% | $4,000-25.1% | $4,347-31.1% |
| Admin fee / account holder | $0 | $894-100.0% | $3,999-100.0% | $1,944-100.0% |