Filed July 31, 2024 (most recent of 2 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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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,797 | $70,002-88.9% | $115,038-93.2% | $52,331-85.1% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 10.78% | 4.04%+6.7pp | 26.14%-15.4pp | 4.54%+6.2pp |
| Employer contribution / active EE | $703 | $2,715-74.1% | $4,608-84.7% | $1,882-62.6% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |