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 | $69,771+148.0% | $67,524+156.3% | $74,400+132.6% |
| Participation rate | 95.2% | 71.4%+23.8pp | 72.9%+22.3pp | 67.2%+28.0pp |
| Annual return | 12.09% | -40.49%+52.6pp | 3519.41%-3507.3pp | 1367.51%-1355.4pp |
| Employer contribution / active EE | $4,686 | $2,710+72.9% | $2,734+71.4% | $2,624+78.6% |
| Participant deferral / active EE | $5,481 | $3,638+50.6% | $4,001+37.0% | $4,348+26.1% |
| Admin fee / account holder | $38 | $889-95.7% | $4,001-99.0% | $1,944-98.0% |