Filed June 14, 2016 (most recent of 3 filings on file)
Total covered: 87 employees
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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 | $164,233-100.0% | $53,690-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 0.0%0pp |
| Annual return | -16.77% | -11.26%-5.5pp | -4.80%-12.0pp | 2.78%-19.5pp |
| Employer contribution / active EE | $20,868 | $17,131+21.8% | $30,897-32.5% | $15,276+36.6% |
| Participant deferral / active EE | $0 | $17-100.0% | $64-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $40,849-100.0% | $1,015-100.0% |