Filed February 16, 2021 (most recent of 5 filings on file)
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $733,756-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.0%0pp |
| Annual return | 21.63% | 19.50%+2.1pp | 8.35%+13.3pp | 12.86%+8.8pp |
| Employer contribution / active EE | $2,962 | $27,684-89.3% | $27,010-89.0% | $13,687-78.4% |
| Participant deferral / active EE | $0 | $327-100.0% | $180-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $19,421-100.0% | - |