Filed June 10, 2015
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,340 | $57,976-11.4% | $63,018-18.5% | $62,293-17.6% |
| Participation rate | 67.9% | 75.9%-8.0pp | 74.8%-6.9pp | 69.5%-1.6pp |
| Annual return | 20.97% | 17.54%+3.4pp | 87.62%-66.6pp | 28.90%-7.9pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,761-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,016 | $2,956+69.7% | $3,330+50.6% | $3,169+58.3% |
| Admin fee / account holder | $7 | $276-97.3% | $3,601-99.8% | $479-98.4% |