Filed September 16, 2024 (most recent of 2 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,077 | $57,976+34.7% | $63,003+23.9% | $62,293+25.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.46% | 17.54%-7.1pp | 87.59%-77.1pp | 28.90%-18.4pp |
| Employer contribution / active EE | $4,200 | $2,415+73.9% | $2,760+52.2% | $2,042+105.7% |
| Participant deferral / active EE | $5,405 | $2,956+82.8% | $3,329+62.3% | $3,169+70.5% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |