Filed February 16, 2021 (most recent of 5 filings on file)
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $14,339-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.0%-17.0pp | 1.8%-1.8pp |
| Annual return | 8.43% | 3.15%+5.3pp | 1.15%+7.3pp | 7.18%+1.2pp |
| Employer contribution / active EE | $48,143 | $18,767+156.5% | $26,339+82.8% | $13,095+267.7% |
| Participant deferral / active EE | $29 | $265-89.1% | $178-83.9% | $385-92.5% |
| Admin fee / account holder | $0 | $362-100.0% | $3,605-100.0% | $362-100.0% |