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Form 5500 reported that benefits due were not provided when due.
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 | $180,340 | $39,132+360.9% | $57,196+215.3% | $62,881+186.8% |
| Participation rate | 81.7% | 70.5%+11.2pp | 75.3%+6.4pp | 69.3%+12.4pp |
| Annual return | 6.10% | 9.24%-3.1pp | 14.59%-8.5pp | 20.14%-14.0pp |
| Employer contribution / active EE | $2,787 | $1,874+48.7% | $2,683+3.9% | $2,281+22.2% |
| Participant deferral / active EE | $5,055 | $2,374+112.9% | $3,096+63.3% | $3,203+57.8% |
| Admin fee / account holder | $24 | $2,594-99.1% | $3,141-99.2% | $4,296-99.4% |