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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 | $229,862 | $57,108+302.5% | $94,229+143.9% | $52,331+339.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 87.97% | 1.47%+86.5pp | 10.68%+77.3pp | 4.54%+83.4pp |
| Employer contribution / active EE | $6,168 | $1,735+255.4% | $3,587+72.0% | $1,882+227.8% |
| Participant deferral / active EE | $0 | $3,040-100.0% | $4,320-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $546-100.0% | $6,269-100.0% | $592-100.0% |