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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 | $50,179 | $36,916+35.9% | $156,551-67.9% | $57,658-13.0% |
| Participation rate | 90.2% | 63.4%+26.8pp | 84.0%+6.2pp | 70.2%+20.0pp |
| Annual return | 9.61% | 12.38%-2.8pp | 32.23%-22.6pp | 5.13%+4.5pp |
| Employer contribution / active EE | $4,798 | $1,571+205.5% | $5,501-12.8% | $1,974+143.1% |
| Participant deferral / active EE | $2,991 | $1,926+55.3% | $4,871-38.6% | $3,061-2.3% |
| Admin fee / account holder | $115 | $82+39.3% | $13,028-99.1% | $95+21.5% |