Filed March 17, 2022 (most recent of 7 filings on file)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $335,900 | $161,802+107.6% | $96,564+247.9% | $96,393+248.5% |
| Participation rate | 98.8% | 92.5%+6.4pp | 76.0%+22.9pp | 71.3%+27.6pp |
| Annual return | 18.09% | 18.41%-0.3pp | 25.89%-7.8pp | 22.88%-4.8pp |
| Employer contribution / active EE | $11,146 | $5,381+107.1% | $2,967+275.7% | $3,239+244.2% |
| Participant deferral / active EE | $12,761 | $8,927+42.9% | $4,852+163.0% | $5,455+133.9% |
| Admin fee / account holder | $0 | $61-100.0% | $8,256-100.0% | $74-100.0% |