Filed June 30, 2017 (most recent of 3 filings on file)
Total covered: 2 employees
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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 | $50,806 | $74,552-31.9% | $63,018-19.4% | $69,631-27.0% |
| Participation rate | 86.9% | 78.3%+8.6pp | 74.8%+12.0pp | 70.7%+16.2pp |
| Annual return | 13.08% | 15.77%-2.7pp | 87.62%-74.5pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $2,495 | $2,929-14.8% | $2,761-9.6% | $2,032+22.8% |
| Participant deferral / active EE | $2,806 | $2,974-5.7% | $3,330-15.7% | $3,224-13.0% |
| Admin fee / account holder | $0 | $59-100.0% | $3,601-100.0% | $110-100.0% |