Filed December 11, 2015
Total covered: 4 employees
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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 | $41,494 | $102,661-59.6% | $151,639-72.6% | $66,938-38.0% |
| Participation rate | 94.8% | 85.5%+9.3pp | 87.5%+7.3pp | 69.8%+25.0pp |
| Annual return | -18.02% | -10.81%-7.2pp | 3.34%-21.4pp | 1.58%-19.6pp |
| Employer contribution / active EE | $2,982 | $4,184-28.7% | $6,165-51.6% | $2,545+17.2% |
| Participant deferral / active EE | $5,332 | $6,645-19.8% | $8,363-36.2% | $4,238+25.8% |
| Admin fee / account holder | $37 | $630-94.2% | $11,613-99.7% | $594-93.8% |