Filed February 16, 2021 (most recent of 5 filings on file)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $0 | $10,105-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 0.0%0pp |
| Annual return | -2.30% | 3.11%-5.4pp | 16.23%-18.5pp | 3.11%-5.4pp |
| Employer contribution / active EE | $36,817 | $9,361+293.3% | $17,605+109.1% | $9,361+293.3% |
| Participant deferral / active EE | $0 | $375-100.0% | $237-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $11-100.0% | - |