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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $221,583-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 0.0%0pp |
| Annual return | -5.24% | 73.13%-78.4pp | -6.55%+1.3pp | 73.13%-78.4pp |
| Employer contribution / active EE | $6,485 | $8,421-23.0% | $21,653-70.1% | $8,421-23.0% |
| Participant deferral / active EE | $0 | $293-100.0% | $160-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $1,920-100.0% | - |