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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 | $63,928 | $74,498-14.2% | $94,229-32.2% | $59,188+8.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 78.8%+21.2pp | 69.4%+30.6pp |
| Annual return | -0.05% | 2.76%-2.8pp | 10.68%-10.7pp | 5.51%-5.6pp |
| Employer contribution / active EE | $906 | $2,077-56.4% | $3,587-74.7% | $2,098-56.8% |
| Participant deferral / active EE | $4,035 | $3,433+17.5% | $4,320-6.6% | $3,265+23.6% |
| Admin fee / account holder | $12 | $103-88.0% | $6,269-99.8% | $92-86.6% |