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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 | $65,946 | $46,599+41.5% | $64,101+2.9% | $75,173-12.3% |
| Participation rate | 95.7% | 65.9%+29.7pp | 72.3%+23.3pp | 67.2%+28.4pp |
| Annual return | 15.84% | 26.06%-10.2pp | 33.72%-17.9pp | 160.72%-144.9pp |
| Employer contribution / active EE | $3,173 | $1,975+60.7% | $2,749+15.5% | $2,671+18.8% |
| Participant deferral / active EE | $2,973 | $2,837+4.8% | $3,881-23.4% | $4,126-27.9% |
| Admin fee / account holder | $0 | $2,956-100.0% | $3,070-100.0% | $5,651-100.0% |