Filed August 20, 2020 (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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,545 | $113,568-59.9% | $67,560-32.6% | $200,096-77.2% |
| Participation rate | 97.7% | 73.3%+24.4pp | 72.9%+24.8pp | 72.0%+25.7pp |
| Annual return | 11.89% | 15.88%-4.0pp | 3533.50%-3521.6pp | 34.26%-22.4pp |
| Employer contribution / active EE | $2,308 | $3,409-32.3% | $2,737-15.7% | $3,038-24.0% |
| Participant deferral / active EE | $3,223 | $4,163-22.6% | $4,004-19.5% | $5,090-36.7% |
| Admin fee / account holder | $127 | $102+24.1% | $3,994-96.8% | $269-52.8% |