Filed August 26, 2015
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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,872 | $57,976-10.5% | $63,018-17.7% | $62,293-16.7% |
| Participation rate | 79.1% | 75.9%+3.2pp | 74.8%+4.3pp | 69.5%+9.6pp |
| Annual return | 14.32% | 17.54%-3.2pp | 87.62%-73.3pp | 28.90%-14.6pp |
| Employer contribution / active EE | $3,641 | $2,415+50.8% | $2,761+31.9% | $2,042+78.3% |
| Participant deferral / active EE | $1,905 | $2,956-35.5% | $3,330-42.8% | $3,169-39.9% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |