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 | $1,723,788-100.0% | $9,655,338-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 1.9%-1.9pp |
| Annual return | 15.54% | 14.20%+1.3pp | 11.12%+4.4pp | 23.90%-8.4pp |
| Employer contribution / active EE | $193,138 | $28,371+580.8% | $22,651+752.7% | $16,539+1067.7% |
| Participant deferral / active EE | $87 | $272-68.0% | $198-55.9% | $350-75.2% |
| Admin fee / account holder | $0 | $18,975-100.0% | $57,986-100.0% | $18,975-100.0% |