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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $138,655 | $60,795+128.1% | $69,464+99.6% | $65,185+112.7% |
| Participation rate | 51.7% | 74.9%-23.2pp | 74.6%-22.9pp | 70.2%-18.5pp |
| Annual return | 3.91% | 17.46%-13.5pp | 28.98%-25.1pp | 29.38%-25.5pp |
| Employer contribution / active EE | $2,846 | $2,452+16.1% | $2,779+2.4% | $2,177+30.7% |
| Participant deferral / active EE | $3,513 | $3,162+11.1% | $3,536-0.7% | $3,5140% |
| Admin fee / account holder | $0 | $314-100.0% | $3,840-100.0% | $847-100.0% |