Filed August 4, 2023 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $111,959 | $91,517+22.3% | $101,275+10.5% | $73,412+52.5% |
| Participation rate | 69.3% | 73.8%-4.5pp | 75.8%-6.5pp | 72.2%-2.9pp |
| Annual return | 83.01% | 17.17%+65.8pp | 46.48%+36.5pp | 59.30%+23.7pp |
| Employer contribution / active EE | $0 | $2,877-100.0% | $3,660-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $5,185 | $3,338+55.3% | $4,371+18.6% | $3,806+36.2% |
| Admin fee / account holder | $0 | $216-100.0% | $5,948-100.0% | $158-100.0% |