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 | $25,634 | $84,236-69.6% | $170,435-85.0% | $70,126-63.4% |
| Participation rate | 95.1% | 70.8%+24.3pp | 83.6%+11.5pp | 69.5%+25.6pp |
| Annual return | 26.96% | 23.06%+3.9pp | 205.94%-179.0pp | 73.15%-46.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,954 | $3,086+28.1% | $4,939-20.0% | $3,332+18.7% |
| Admin fee / account holder | $9 | $5,698-99.8% | $13,881-99.9% | $4,645-99.8% |