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 | $0 | $9,655,338-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 0.0%0pp |
| Annual return | 15.23% | 16.32%-1.1pp | 11.12%+4.1pp | 16.32%-1.1pp |
| Employer contribution / active EE | $51,787 | $12,766+305.7% | $22,651+128.6% | $12,766+305.7% |
| Participant deferral / active EE | $0 | $800-100.0% | $198-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $57,986-100.0% | - |