Filed December 8, 2017 (most recent of 4 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $381,942,733-100.0% | $500,101-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.3%-21.3pp | 0.0%0pp |
| Annual return | 5.86% | 7.66%-1.8pp | 2.08%+3.8pp | 9.19%-3.3pp |
| Employer contribution / active EE | $0 | $9,651-100.0% | $47,324-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $19 | $422-95.6% | $78-75.8% | $1,615-98.8% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $1,916-100.0% | $2,655,710-100.0% |