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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 | $38,176 | $45,087-15.3% | $69,483-45.1% | $72,976-47.7% |
| Participation rate | 72.9% | 68.5%+4.4pp | 74.6%-1.7pp | 69.5%+3.4pp |
| Annual return | 17.86% | 22.67%-4.8pp | 28.99%-11.1pp | 81.02%-63.2pp |
| Employer contribution / active EE | $2,297 | $2,055+11.8% | $2,780-17.4% | $2,440-5.9% |
| Participant deferral / active EE | $4,031 | $2,603+54.9% | $3,537+14.0% | $3,608+11.7% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,841-100.0% | $5,124-100.0% |