Filed January 22, 2019
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Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,430 | $49,451+382.2% | $79,580+199.6% | $66,938+256.2% |
| Participation rate | 91.8% | 61.3%+30.5pp | 69.5%+22.3pp | 69.8%+22.0pp |
| Annual return | -13.00% | 84.25%-97.3pp | 0.15%-13.2pp | 1.58%-14.6pp |
| Employer contribution / active EE | $7,800 | $1,266+516.3% | $2,413+223.2% | $2,545+206.5% |
| Participant deferral / active EE | $12,821 | $3,159+305.9% | $3,985+221.7% | $4,238+202.5% |
| Admin fee / account holder | $24 | $595-95.9% | $6,835-99.6% | $594-95.9% |