Filed November 3, 2020 (most recent of 2 filings on file)
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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 | $72,469 | $136,307-46.8% | $177,848-59.3% | $73,497-1.4% |
| Participation rate | 84.1% | 86.1%-2.0pp | 87.7%-3.6pp | 70.7%+13.5pp |
| Annual return | 27.81% | 18.68%+9.1pp | 48.33%-20.5pp | 28.51%-0.7pp |
| Employer contribution / active EE | $3,451 | $3,712-7.0% | $5,919-41.7% | $2,270+52.0% |
| Participant deferral / active EE | $6,559 | $5,829+12.5% | $7,714-15.0% | $3,740+75.4% |
| Admin fee / account holder | $15 | $596-97.5% | $12,431-99.9% | $513-97.1% |