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 | $48,845 | $55,002-11.2% | $59,887-18.4% | $56,287-13.2% |
| Participation rate | 75.1% | 75.9%-0.8pp | 74.7%+0.4pp | 69.9%+5.3pp |
| Annual return | -3.19% | 1.13%-4.3pp | 3.46%-6.6pp | -9.96%+6.8pp |
| Employer contribution / active EE | $3,522 | $2,448+43.9% | $2,722+29.4% | $2,111+66.9% |
| Participant deferral / active EE | $1,794 | $3,121-42.5% | $3,402-47.3% | $3,350-46.5% |
| Admin fee / account holder | $0 | $236-100.0% | $3,591-100.0% | $521-100.0% |