Filed March 23, 2023
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Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $49,014 | $52,467-6.6% | $57,196-14.3% | $55,167-11.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 6.23% | 7.72%-1.5pp | 14.59%-8.4pp | 169.23%-163.0pp |
| Employer contribution / active EE | $1,833 | $2,477-26.0% | $2,683-31.7% | $1,963-6.6% |
| Participant deferral / active EE | $3,320 | $2,830+17.3% | $3,096+7.2% | $3,054+8.7% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |