Filed June 17, 2020 (most recent of 3 filings on file)
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Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,341 | $102,766+184.5% | $108,753+168.8% | $102,766+184.5% |
| Participation rate | 99.3% | 81.3%+18.0pp | 71.1%+28.2pp | 81.3%+18.0pp |
| Annual return | 20.29% | 11.51%+8.8pp | 37.47%-17.2pp | 11.51%+8.8pp |
| Employer contribution / active EE | $9,536 | $4,175+128.4% | $2,427+293.0% | $4,175+128.4% |
| Participant deferral / active EE | $4,558 | $4,807-5.2% | $4,115+10.8% | $4,807-5.2% |
| Admin fee / account holder | $0 | $68-100.0% | $10,320-100.0% | $68-100.0% |