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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $119,422 | $110,258+8.3% | $102,460+16.6% | $200,096-40.3% |
| Participation rate | 93.1% | 86.3%+6.8pp | 76.5%+16.6pp | 72.0%+21.1pp |
| Annual return | 19.34% | 35.78%-16.4pp | 29.47%-10.1pp | 34.26%-14.9pp |
| Employer contribution / active EE | $4,030 | $3,605+11.8% | $3,025+33.2% | $3,038+32.7% |
| Participant deferral / active EE | $6,717 | $6,377+5.3% | $5,056+32.8% | $5,090+32.0% |
| Admin fee / account holder | -$18 | $122-114.7% | $9,460-100.2% | $269-106.7% |