Filed October 1, 2020
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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $190,870 | $75,284+153.5% | $91,004+109.7% | $69,634+174.1% |
| Participation rate | 99.0% | 80.4%+18.6pp | 75.6%+23.4pp | 70.7%+28.3pp |
| Annual return | 19.13% | 48.40%-29.3pp | 4.60%+14.5pp | 27572.26%-27553.1pp |
| Employer contribution / active EE | $13,382 | $2,473+441.2% | $2,456+444.9% | $2,032+558.5% |
| Participant deferral / active EE | $12,029 | $3,700+225.1% | $3,548+239.1% | $3,224+273.1% |
| Admin fee / account holder | $3 | $111-97.5% | $5,417-99.9% | $110-97.5% |