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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 | $103,560 | $80,211+29.1% | $74,184+39.6% | $63,975+61.9% |
| Participation rate | 85.8% | 84.2%+1.6pp | 76.6%+9.2pp | 71.1%+14.6pp |
| Annual return | 7.57% | 14.13%-6.6pp | 17.74%-10.2pp | 48.65%-41.1pp |
| Employer contribution / active EE | $2,237 | $2,553-12.4% | $2,370-5.6% | $2,182+2.5% |
| Participant deferral / active EE | $4,580 | $4,370+4.8% | $3,550+29.0% | $3,356+36.4% |
| Admin fee / account holder | -$68 | $67-201.5% | $5,586-101.2% | $70-196.9% |