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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 | $155,023 | $49,239+214.8% | $70,462+120.0% | $79,858+94.1% |
| Participation rate | 83.3% | 69.2%+14.2pp | 75.1%+8.3pp | 69.6%+13.7pp |
| Annual return | 12.12% | 30.08%-18.0pp | 109.08%-97.0pp | 31.72%-19.6pp |
| Employer contribution / active EE | $6,334 | $2,100+201.6% | $2,737+131.4% | $2,471+156.3% |
| Participant deferral / active EE | $10,449 | $2,769+277.3% | $3,710+181.7% | $3,740+179.4% |
| Admin fee / account holder | $0 | $2,876-100.0% | $3,845-100.0% | $5,306-100.0% |