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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 | $35,191 | $68,544-48.7% | $115,752-69.6% | $69,631-49.5% |
| Participation rate | 100.0% | 74.0%+26.0pp | 77.8%+22.2pp | 70.7%+29.3pp |
| Annual return | 16.58% | 20.97%-4.4pp | 19.41%-2.8pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $2,400 | $2,4000% | $3,492-31.3% | $2,032+18.1% |
| Participant deferral / active EE | $3,057 | $3,887-21.4% | $5,204-41.3% | $3,224-5.2% |
| Admin fee / account holder | $63 | $90-29.8% | $6,278-99.0% | $110-42.6% |