Filed February 16, 2021 (most recent of 5 filings on file)
Form 5500 reported that benefits due were not provided when due.
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 | $57,821-100.0% | $14,339-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 17.0%-17.0pp | 5.5%-5.5pp |
| Annual return | 8.17% | 5.86%+2.3pp | 1.15%+7.0pp | 5.86%+2.3pp |
| Employer contribution / active EE | $35,271 | $10,137+247.9% | $26,339+33.9% | $10,137+247.9% |
| Participant deferral / active EE | $0 | $492-100.0% | $178-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $3,605-100.0% | $387-100.0% |