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 | $113,293-59.8% | $67,511-32.5% | $199,768-77.2% |
| Participation rate | 97.7% | 73.3%+24.4pp | 72.9%+24.8pp | 72.0%+25.7pp |
| Annual return | 11.89% | 15.88%-4.0pp | 3517.41%-3505.5pp | 34.26%-22.4pp |
| Employer contribution / active EE | $2,308 | $3,401-32.1% | $2,733-15.6% | $3,037-24.0% |
| Participant deferral / active EE | $3,223 | $4,159-22.5% | $4,000-19.4% | $5,090-36.7% |
| Admin fee / account holder | $127 | $103+23.9% | $3,999-96.8% | $269-52.8% |