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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $87,013 | $43,333+100.8% | $59,883+45.3% | $64,181+35.6% |
| Participation rate | 78.4% | 69.2%+9.3pp | 74.7%+3.7pp | 69.6%+8.9pp |
| Annual return | 7.68% | -1.55%+9.2pp | 3.46%+4.2pp | 7.63%+0.1pp |
| Employer contribution / active EE | $3,075 | $2,029+51.6% | $2,722+13.0% | $2,381+29.2% |
| Participant deferral / active EE | $3,711 | $2,547+45.7% | $3,402+9.1% | $3,470+7.0% |
| Admin fee / account holder | $0 | $3,006-100.0% | $3,591-100.0% | $4,887-100.0% |