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.
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 | $42,324 | $87,173-51.4% | $59,899-29.3% | $75,289-43.8% |
| Participation rate | 94.7% | 74.5%+20.2pp | 74.7%+20.0pp | 72.4%+22.2pp |
| Annual return | 8.96% | -2.14%+11.1pp | 3.46%+5.5pp | -0.04%+9.0pp |
| Employer contribution / active EE | $2,325 | $3,473-33.0% | $2,723-14.6% | $2,405-3.3% |
| Participant deferral / active EE | $0 | $3,379-100.0% | $3,403-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $75-99.3% | $3,592-100.0% | $102-99.5% |