Filed May 3, 2023
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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 | $62,161 | $74,552-16.6% | $63,018-1.4% | $69,631-10.7% |
| Participation rate | 71.0% | 78.3%-7.3pp | 74.8%-3.8pp | 70.7%+0.3pp |
| Annual return | 15.47% | 15.77%-0.3pp | 87.62%-72.2pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $1,637 | $2,929-44.1% | $2,761-40.7% | $2,032-19.4% |
| Participant deferral / active EE | $2,164 | $2,974-27.2% | $3,330-35.0% | $3,224-32.9% |
| Admin fee / account holder | $4 | $59-93.4% | $3,601-99.9% | $110-96.5% |