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Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,780 | $99,957+4.8% | $149,745-30.0% | $73,497+42.6% |
| Participation rate | 97.8% | 75.7%+22.1pp | 82.5%+15.3pp | 70.7%+27.1pp |
| Annual return | 40.97% | 53.87%-12.9pp | 276.72%-235.8pp | 28.51%+12.5pp |
| Employer contribution / active EE | $8,755 | $3,191+174.3% | $4,646+88.4% | $2,270+285.6% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,312-100.0% | $513-100.0% |