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 | $0 | $305,030-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 0.0%0pp |
| Annual return | 18.84% | 12.86%+6.0pp | 380.71%-361.9pp | 12.86%+6.0pp |
| Employer contribution / active EE | $50,000 | $13,687+265.3% | $45,089+10.9% | $13,687+265.3% |
| Participant deferral / active EE | $8,901 | $833+968.9% | $272+3169.5% | $833+968.9% |
| Admin fee / account holder | $0 | $0 | $12,800-100.0% | - |