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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 | $189,586 | $63,924+196.6% | $108,582+74.6% | $55,167+243.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.6%+20.4pp | 69.0%+31.0pp |
| Annual return | 29.63% | 15.31%+14.3pp | -51.70%+81.3pp | 169.23%-139.6pp |
| Employer contribution / active EE | $3,700 | $1,879+96.9% | $3,758-1.6% | $1,963+88.5% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $618-100.0% | $7,645-100.0% | $504-100.0% |