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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 | $34,078 | $45,041-24.3% | $63,003-45.9% | $70,131-51.4% |
| Participation rate | 72.6% | 69.5%+3.1pp | 74.8%-2.2pp | 69.5%+3.1pp |
| Annual return | 16.54% | 18.76%-2.2pp | 87.59%-71.0pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,797 | $2,052-12.4% | $2,760-34.9% | $2,342-23.3% |
| Participant deferral / active EE | $2,829 | $2,465+14.8% | $3,329-15.0% | $3,332-15.1% |
| Admin fee / account holder | $0 | $2,836-100.0% | $3,600-100.0% | $4,645-100.0% |