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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 | $66,030 | $69,383-4.8% | $101,275-34.8% | $73,497-10.2% |
| Participation rate | 80.4% | 68.4%+12.0pp | 75.8%+4.6pp | 70.7%+9.7pp |
| Annual return | 16.48% | 18.46%-2.0pp | 46.48%-30.0pp | 28.51%-12.0pp |
| Employer contribution / active EE | $7,313 | $2,628+178.2% | $3,660+99.8% | $2,270+222.1% |
| Participant deferral / active EE | $2,333 | $3,301-29.3% | $4,371-46.6% | $3,740-37.6% |
| Admin fee / account holder | $268 | $704-61.9% | $5,948-95.5% | $513-47.7% |