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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -15.76% | -14.80%-1.0pp | 179.55%-195.3pp | -14.80%-1.0pp |
| Employer contribution / active EE | $63,612 | $8,996+607.1% | $24,917+155.3% | $8,996+607.1% |
| Participant deferral / active EE | $0 | $455-100.0% | $463-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |