Filed December 6, 2023
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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,615 | $84,499-56.7% | $125,391-70.8% | $66,949-45.3% |
| Participation rate | 83.3% | 76.4%+6.9pp | 82.4%+0.9pp | 69.8%+13.5pp |
| Annual return | -12.41% | -8.49%-3.9pp | 572.41%-584.8pp | 1.57%-14.0pp |
| Employer contribution / active EE | $10,981 | $3,554+209.0% | $4,816+128.0% | $2,545+331.4% |
| Participant deferral / active EE | $7,116 | $6,785+4.9% | $7,448-4.5% | $4,239+67.9% |
| Admin fee / account holder | $2 | $685-99.7% | $10,009-100.0% | $594-99.7% |