Filed August 8, 2024 (most recent of 4 filings on file)
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,149 | $136,209+22.7% | $82,312+103.1% | $80,976+106.4% |
| Participation rate | 97.8% | 88.0%+9.8pp | 76.9%+20.9pp | 68.3%+29.5pp |
| Annual return | 18.33% | 21.54%-3.2pp | 25.88%-7.5pp | 22.91%-4.6pp |
| Employer contribution / active EE | $5,611 | $3,633+54.4% | $2,428+131.0% | $2,402+133.5% |
| Participant deferral / active EE | $12,363 | $6,693+84.7% | $3,706+233.6% | $3,848+221.3% |
| Admin fee / account holder | $0 | $62-100.0% | $5,608-100.0% | $67-100.0% |