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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,836 | $121,341-35.0% | $189,537-58.4% | $79,391-0.7% |
| Participation rate | 82.0% | 86.1%-4.1pp | 87.8%-5.8pp | 70.7%+11.3pp |
| Annual return | 19.72% | 21.08%-1.4pp | 555.34%-535.6pp | 116.88%-97.2pp |
| Employer contribution / active EE | $3,522 | $3,915-10.0% | $6,161-42.8% | $2,428+45.1% |
| Participant deferral / active EE | $7,165 | $6,395+12.0% | $8,220-12.8% | $4,046+77.1% |
| Admin fee / account holder | $17 | $651-97.4% | $12,048-99.9% | $627-97.3% |