Filed January 29, 2024
Total covered: 32 employees
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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 | $30,519 | $77,638-60.7% | $156,551-80.5% | $62,881-51.5% |
| Participation rate | 92.6% | 71.2%+21.4pp | 84.0%+8.5pp | 69.3%+23.2pp |
| Annual return | 14.89% | 50.33%-35.4pp | 32.23%-17.3pp | 20.14%-5.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,959 | $3,046+30.0% | $4,871-18.7% | $3,203+23.6% |
| Admin fee / account holder | $11 | $5,561-99.8% | $13,028-99.9% | $4,296-99.7% |