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 | $444,552-100.0% | $375,279-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 36.7%-36.7pp | 3.7%-3.7pp |
| Annual return | 9.67% | 15.63%-6.0pp | 9.78%-0.1pp | 15.63%-6.0pp |
| Employer contribution / active EE | $54,189 | $11,476+372.2% | $46,889+15.6% | $11,476+372.2% |
| Participant deferral / active EE | $9,525 | $1,127+745.2% | $72+13041.8% | $1,127+745.2% |
| Admin fee / account holder | $0 | $429-100.0% | $5,665-100.0% | $429-100.0% |