Filed June 4, 2020 (most recent of 6 filings on file)
Total covered: 47 employees
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,549 | $82,204-15.4% | $127,803-45.6% | $82,204-15.4% |
| Participation rate | 98.7% | 73.4%+25.3pp | 79.0%+19.7pp | 73.4%+25.3pp |
| Annual return | 17.66% | 26.31%-8.6pp | 26.14%-8.5pp | 26.31%-8.6pp |
| Employer contribution / active EE | $6,244 | $2,707+130.6% | $4,576+36.5% | $2,707+130.6% |
| Participant deferral / active EE | $0 | $4,246-100.0% | $6,023-100.0% | $4,246-100.0% |
| Admin fee / account holder | $34 | $76-55.6% | $9,399-99.6% | $76-55.6% |