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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 | $145,833 | $43,344+236.5% | $59,899+143.5% | $64,173+127.3% |
| Participation rate | 81.0% | 69.2%+11.9pp | 74.7%+6.3pp | 69.6%+11.4pp |
| Annual return | -2.27% | -1.55%-0.7pp | 3.46%-5.7pp | 7.63%-9.9pp |
| Employer contribution / active EE | $2,323 | $2,030+14.5% | $2,723-14.7% | $2,381-2.4% |
| Participant deferral / active EE | $3,924 | $2,547+54.1% | $3,402+15.3% | $3,470+13.1% |
| Admin fee / account holder | $105 | $3,008-96.5% | $3,592-97.1% | $4,887-97.9% |