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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 | $45,109 | $65,322-30.9% | $70,494-36.0% | $73,497-38.6% |
| Participation rate | 93.2% | 77.0%+16.3pp | 75.1%+18.1pp | 70.7%+22.5pp |
| Annual return | 21.01% | 15.71%+5.3pp | 109.16%-88.1pp | 28.51%-7.5pp |
| Employer contribution / active EE | $2,805 | $2,460+14.1% | $2,738+2.5% | $2,270+23.6% |
| Participant deferral / active EE | $2,713 | $3,375-19.6% | $3,711-26.9% | $3,740-27.5% |
| Admin fee / account holder | $0 | $214-100.0% | $3,848-100.0% | $513-100.0% |