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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 | $49,130 | $51,769-5.1% | $57,356-14.3% | $52,331-6.1% |
| Participation rate | 84.3% | 75.2%+9.1pp | 75.1%+9.3pp | 68.1%+16.2pp |
| Annual return | 2.21% | 2.43%-0.2pp | 24.41%-22.2pp | 4.54%-2.3pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,447 | $2,794+23.4% | $3,162+9.0% | $3,022+14.0% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |