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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 | $174,479 | $45,050+287.3% | $63,018+176.9% | $70,126+148.8% |
| Participation rate | 78.6% | 69.5%+9.1pp | 74.8%+3.8pp | 69.5%+9.0pp |
| Annual return | 13.19% | 18.76%-5.6pp | 87.62%-74.4pp | 73.15%-60.0pp |
| Employer contribution / active EE | $2,520 | $2,052+22.8% | $2,761-8.7% | $2,343+7.6% |
| Participant deferral / active EE | $4,324 | $2,466+75.4% | $3,330+29.9% | $3,332+29.8% |
| Admin fee / account holder | $22 | $2,834-99.2% | $3,601-99.4% | $4,645-99.5% |