Filed June 17, 2020 (most recent of 3 filings on file)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $121,023 | $38,510+214.3% | $74,549+62.3% | $73,367+65.0% |
| Participation rate | 99.8% | 53.5%+46.3pp | 69.1%+30.6pp | 69.5%+30.3pp |
| Annual return | 29.75% | -0.94%+30.7pp | 32.54%-2.8pp | 173.45%-143.7pp |
| Employer contribution / active EE | $3,268 | $774+322.5% | $1,961+66.7% | $2,499+30.8% |
| Participant deferral / active EE | $3,180 | $1,421+123.8% | $3,108+2.3% | $4,033-21.1% |
| Admin fee / account holder | $0 | $52-100.0% | $5,059-100.0% | $68-100.0% |