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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 | $48,073 | $45,050+6.7% | $63,018-23.7% | $70,126-31.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.17% | 18.76%-6.6pp | 87.62%-75.4pp | 73.15%-61.0pp |
| Employer contribution / active EE | $1,915 | $2,052-6.7% | $2,761-30.7% | $2,343-18.3% |
| Participant deferral / active EE | $2,141 | $2,466-13.2% | $3,330-35.7% | $3,332-35.7% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |