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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,814 | $46,732+49.4% | $156,551-55.4% | $55,167+26.6% |
| Participation rate | 97.8% | 65.8%+32.0pp | 84.0%+13.8pp | 69.0%+28.8pp |
| Annual return | 16.86% | 17.72%-0.9pp | 32.23%-15.4pp | 169.23%-152.4pp |
| Employer contribution / active EE | $3,309 | $2,105+57.2% | $5,501-39.8% | $1,963+68.6% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $5 | $418-98.9% | $13,028-100.0% | $504-99.1% |