Filed June 17, 2020 (most recent of 3 filings on file)
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 | $282,943 | $57,150+395.1% | $93,727+201.9% | $106,553+165.5% |
| Participation rate | 99.2% | 49.1%+50.1pp | 68.7%+30.5pp | 69.8%+29.4pp |
| Annual return | 17.18% | 15.81%+1.4pp | 133.83%-116.6pp | 17.37%-0.2pp |
| Employer contribution / active EE | $9,896 | $1,015+874.8% | $2,421+308.7% | $3,359+194.6% |
| Participant deferral / active EE | $4,991 | $1,853+169.4% | $4,417+13.0% | $5,562-10.3% |
| Admin fee / account holder | $0 | $64-100.0% | $8,292-100.0% | $80-100.0% |