Filed April 25, 2019
Total covered: 27 employees
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $21,578,776-100.0% | $1,035,159-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 49.6%-49.6pp | 0.0%0pp |
| Annual return | -6.45% | -1.84%-4.6pp | -61.72%+55.3pp | 33.37%-39.8pp |
| Employer contribution / active EE | $31,289 | $20,811+50.3% | $47,703-34.4% | $11,253+178.1% |
| Participant deferral / active EE | $8,369 | $3,271+155.9% | $135+6100.2% | $819+922.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $5,792-100.0% | $99,113-100.0% |