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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $110,850-100.0% | $139,743-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 22.6%-22.6pp | 12.6%-12.6pp |
| Annual return | 8.13% | 4.01%+4.1pp | 4.96%+3.2pp | 4.56%+3.6pp |
| Employer contribution / active EE | $8,407 | $8,726-3.6% | $29,749-71.7% | $15,526-45.8% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,927-100.0% | $3,369-100.0% | $1,711-100.0% |