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 | $166,271+75.8% | $100,712+190.3% | $166,271+75.8% |
| Participation rate | 99.3% | 79.1%+20.2pp | 69.3%+30.0pp | 79.1%+20.2pp |
| Annual return | 20.29% | 15.58%+4.7pp | 33.27%-13.0pp | 15.58%+4.7pp |
| Employer contribution / active EE | $9,536 | $4,136+130.5% | $2,313+312.3% | $4,136+130.5% |
| Participant deferral / active EE | $4,558 | $7,214-36.8% | $4,085+11.6% | $7,214-36.8% |
| Admin fee / account holder | $0 | $445-100.0% | $9,256-100.0% | $445-100.0% |