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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 | $29,377 | $45,050-34.8% | $63,018-53.4% | $70,126-58.1% |
| Participation rate | 75.3% | 69.5%+5.7pp | 74.8%+0.5pp | 69.5%+5.7pp |
| Annual return | 13.91% | 18.76%-4.9pp | 87.62%-73.7pp | 73.15%-59.2pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,331 | $2,466-46.0% | $3,330-60.0% | $3,332-60.0% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |