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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 | $42,403 | $47,448-10.6% | $94,993-55.4% | $62,293-31.9% |
| Participation rate | 71.8% | 66.5%+5.3pp | 73.9%-2.1pp | 69.5%+2.3pp |
| Annual return | 41.51% | 22.64%+18.9pp | 27.14%+14.4pp | 28.90%+12.6pp |
| Employer contribution / active EE | $1,574 | $1,300+21.0% | $2,603-39.6% | $2,042-22.9% |
| Participant deferral / active EE | $9,637 | $2,375+305.8% | $3,317+190.5% | $3,169+204.1% |
| Admin fee / account holder | $3 | $434-99.2% | $4,960-99.9% | $479-99.3% |