Filed February 16, 2021 (most recent of 5 filings on file)
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 | $2,581-100.0% | $14,339-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 17.0%-17.0pp | 12.6%-12.6pp |
| Annual return | 6.97% | -1.65%+8.6pp | 1.15%+5.8pp | 4.56%+2.4pp |
| Employer contribution / active EE | $14,854 | $13,303+11.7% | $26,339-43.6% | $15,526-4.3% |
| Participant deferral / active EE | $0 | $273-100.0% | $178-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $10,769-100.0% | $3,605-100.0% | $1,711-100.0% |