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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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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,710 | $30,599+127.8% | $74,577-6.5% | $57,658+20.9% |
| Participation rate | 98.4% | 49.1%+49.3pp | 68.1%+30.3pp | 70.2%+28.2pp |
| Annual return | -15.31% | 14.24%-29.5pp | 20.47%-35.8pp | 5.13%-20.4pp |
| Employer contribution / active EE | $11,901 | $1,000+1090.3% | $2,525+371.3% | $1,974+503.0% |
| Participant deferral / active EE | $0 | $1,805-100.0% | $3,458-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $98-100.0% | $4,138-100.0% | $95-100.0% |