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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 | $29,816 | $65,820-54.7% | $108,745-72.6% | $57,658-48.3% |
| Participation rate | 94.9% | 72.7%+22.2pp | 77.7%+17.2pp | 70.2%+24.6pp |
| Annual return | 39.35% | 21.32%+18.0pp | 46.22%-6.9pp | 5.13%+34.2pp |
| Employer contribution / active EE | $2,361 | $2,285+3.3% | $3,323-29.0% | $1,974+19.6% |
| Participant deferral / active EE | $3,053 | $3,578-14.7% | $5,121-40.4% | $3,061-0.2% |
| Admin fee / account holder | $69 | $91-24.0% | $6,144-98.9% | $95-26.7% |