Filed July 29, 2019 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $202,273 | $120,057+68.5% | $75,728+167.1% | $93,010+117.5% |
| Participation rate | 65.3% | 77.3%-12.0pp | 74.8%-9.5pp | 73.9%-8.6pp |
| Annual return | 25.52% | 19.62%+5.9pp | 104.66%-79.1pp | 158.70%-133.2pp |
| Employer contribution / active EE | $4,423 | $3,253+35.9% | $2,743+61.2% | $2,705+63.5% |
| Participant deferral / active EE | $828 | $4,089-79.7% | $3,820-78.3% | $4,561-81.8% |
| Admin fee / account holder | $1 | $81-99.1% | $3,620-100.0% | $152-99.5% |