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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 | $53,753 | $45,041+19.3% | $63,003-14.7% | $70,131-23.4% |
| Participation rate | 97.8% | 69.5%+28.3pp | 74.8%+23.0pp | 69.5%+28.2pp |
| Annual return | 13.07% | 18.76%-5.7pp | 87.59%-74.5pp | 73.14%-60.1pp |
| Employer contribution / active EE | $1,446 | $2,052-29.5% | $2,760-47.6% | $2,342-38.3% |
| Participant deferral / active EE | $1,433 | $2,465-41.9% | $3,329-56.9% | $3,332-57.0% |
| Admin fee / account holder | $0 | $2,836-100.0% | $3,600-100.0% | $4,645-100.0% |