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 | $177,893 | $65,223+172.7% | $80,022+122.3% | $55,727+219.2% |
| Participation rate | 99.0% | 80.6%+18.5pp | 75.8%+23.2pp | 70.9%+28.2pp |
| Annual return | -5.03% | 7.59%-12.6pp | 11.22%-16.2pp | 244.94%-250.0pp |
| Employer contribution / active EE | $14,333 | $2,544+463.4% | $2,468+480.7% | $2,078+589.6% |
| Participant deferral / active EE | $12,758 | $3,881+228.8% | $3,686+246.1% | $3,356+280.2% |
| Admin fee / account holder | $3 | $114-97.3% | $6,521-100.0% | $115-97.3% |