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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 | $29,762 | $36,916-19.4% | $156,551-81.0% | $57,658-48.4% |
| Participation rate | 90.8% | 63.4%+27.4pp | 84.0%+6.8pp | 70.2%+20.6pp |
| Annual return | 17.49% | 12.38%+5.1pp | 32.23%-14.7pp | 5.13%+12.4pp |
| Employer contribution / active EE | $2,142 | $1,571+36.4% | $5,501-61.1% | $1,974+8.5% |
| Participant deferral / active EE | $4,267 | $1,926+121.6% | $4,871-12.4% | $3,061+39.4% |
| Admin fee / account holder | $170 | $82+105.6% | $13,028-98.7% | $95+79.4% |