Filed June 4, 2020 (most recent of 6 filings on file)
Total covered: 47 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 | $71,311 | $67,505+5.6% | $90,223-21.0% | $67,505+5.6% |
| Participation rate | 99.6% | 71.2%+28.4pp | 79.0%+20.5pp | 71.2%+28.4pp |
| Annual return | 1.10% | 6.52%-5.4pp | 1.31%-0.2pp | 6.52%-5.4pp |
| Employer contribution / active EE | $7,020 | $2,173+223.1% | $4,378+60.3% | $2,173+223.1% |
| Participant deferral / active EE | $0 | $3,597-100.0% | $5,792-100.0% | $3,597-100.0% |
| Admin fee / account holder | $0 | $56-100.0% | $7,406-100.0% | $56-100.0% |