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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 | $45,653 | $43,333+5.4% | $59,883-23.8% | $64,181-28.9% |
| Participation rate | 98.4% | 69.2%+29.3pp | 74.7%+23.7pp | 69.6%+28.9pp |
| Annual return | 8.96% | -1.55%+10.5pp | 3.46%+5.5pp | 7.63%+1.3pp |
| Employer contribution / active EE | $3,888 | $2,029+91.6% | $2,722+42.8% | $2,381+63.3% |
| Participant deferral / active EE | $3,262 | $2,547+28.1% | $3,402-4.1% | $3,470-6.0% |
| Admin fee / account holder | $2 | $3,006-99.9% | $3,591-99.9% | $4,887-100.0% |