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 | $56,111 | $55,002+2.0% | $59,899-6.3% | $56,289-0.3% |
| Participation rate | 67.6% | 75.9%-8.3pp | 74.7%-7.1pp | 69.9%-2.3pp |
| Annual return | 9.35% | 1.13%+8.2pp | 3.46%+5.9pp | -9.96%+19.3pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,723-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,506 | $3,121+44.4% | $3,402+32.4% | $3,350+34.5% |
| Admin fee / account holder | $7 | $236-96.9% | $3,592-99.8% | $521-98.6% |