Filed January 17, 2023 (most recent of 5 filings on file)
Total covered: 6 employees
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $381,942,733-100.0% | $442,730-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 10.26% | 6.68%+3.6pp | 4.72%+5.5pp | 9.19%+1.1pp |
| Employer contribution / active EE | $0 | $25,873-100.0% | $30,821-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $50-100.0% | $113-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $2,146-100.0% | $2,655,710-100.0% |