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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 | $48,931 | $43,344+12.9% | $59,899-18.3% | $64,173-23.8% |
| Participation rate | 95.0% | 69.2%+25.8pp | 74.7%+20.3pp | 69.6%+25.4pp |
| Annual return | -3.19% | -1.55%-1.6pp | 3.46%-6.6pp | 7.63%-10.8pp |
| Employer contribution / active EE | $3,140 | $2,030+54.7% | $2,723+15.3% | $2,381+31.9% |
| Participant deferral / active EE | $3,224 | $2,547+26.5% | $3,402-5.3% | $3,470-7.1% |
| Admin fee / account holder | $0 | $3,008-100.0% | $3,592-100.0% | $4,887-100.0% |