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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 | $81,648 | $45,050+81.2% | $63,018+29.6% | $70,126+16.4% |
| Participation rate | 93.5% | 69.5%+24.0pp | 74.8%+18.7pp | 69.5%+24.0pp |
| Annual return | 15.11% | 18.76%-3.7pp | 87.62%-72.5pp | 73.15%-58.0pp |
| Employer contribution / active EE | $3,072 | $2,052+49.7% | $2,761+11.3% | $2,343+31.1% |
| Participant deferral / active EE | $2,964 | $2,466+20.2% | $3,330-11.0% | $3,332-11.0% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |