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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $346,182-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.1%-52.1pp | 0.0%0pp |
| Annual return | 19.74% | 21.83%-2.1pp | 13.48%+6.3pp | 21.83%-2.1pp |
| Employer contribution / active EE | $53,437 | $12,237+336.7% | $47,067+13.5% | $12,237+336.7% |
| Participant deferral / active EE | $8,827 | $987+793.9% | $200+4311.5% | $987+793.9% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $14,572-100.0% | $1,551,325-100.0% |