Filed June 30, 2017 (most recent of 3 filings on file)
Total covered: 2 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $70,642 | $52,467+34.6% | $57,196+23.5% | $55,167+28.0% |
| Participation rate | 48.8% | 75.8%-27.1pp | 75.3%-26.5pp | 69.0%-20.2pp |
| Annual return | 8.27% | 7.72%+0.6pp | 14.59%-6.3pp | 169.23%-161.0pp |
| Employer contribution / active EE | $2,518 | $2,477+1.6% | $2,683-6.2% | $1,963+28.3% |
| Participant deferral / active EE | $2,661 | $2,830-6.0% | $3,096-14.0% | $3,054-12.9% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |