Filed May 28, 2019 (most recent of 2 filings on file)
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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 | $93,366 | $39,132+138.6% | $57,196+63.2% | $62,881+48.5% |
| Participation rate | 95.9% | 70.5%+25.5pp | 75.3%+20.6pp | 69.3%+26.6pp |
| Annual return | 7.12% | 9.24%-2.1pp | 14.59%-7.5pp | 20.14%-13.0pp |
| Employer contribution / active EE | $6,937 | $1,874+270.2% | $2,683+158.6% | $2,281+204.1% |
| Participant deferral / active EE | $6,687 | $2,374+181.6% | $3,096+116.0% | $3,203+108.8% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |