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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 | $34,449 | $52,467-34.3% | $57,196-39.8% | $55,167-37.6% |
| Participation rate | 79.8% | 75.8%+4.0pp | 75.3%+4.5pp | 69.0%+10.8pp |
| Annual return | 6.15% | 7.72%-1.6pp | 14.59%-8.4pp | 169.23%-163.1pp |
| Employer contribution / active EE | $2,293 | $2,477-7.4% | $2,683-14.5% | $1,963+16.8% |
| Participant deferral / active EE | $2,295 | $2,830-18.9% | $3,096-25.9% | $3,054-24.9% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |