Filed May 31, 2024 (most recent of 2 filings on file)
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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,040 | $69,774+148.0% | $67,575+156.1% | $74,459+132.4% |
| Participation rate | 95.2% | 71.4%+23.8pp | 72.9%+22.3pp | 67.2%+28.0pp |
| Annual return | 12.09% | -40.53%+52.6pp | 3528.98%-3516.9pp | 1369.70%-1357.6pp |
| Employer contribution / active EE | $4,686 | $2,710+72.9% | $2,736+71.3% | $2,626+78.5% |
| Participant deferral / active EE | $5,481 | $3,636+50.7% | $4,003+36.9% | $4,350+26.0% |
| Admin fee / account holder | $38 | $890-95.7% | $3,993-99.0% | $1,945-98.0% |