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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 | $18,907 | $55,453-65.9% | $170,435-88.9% | $62,293-69.6% |
| Participation rate | 88.2% | 66.4%+21.8pp | 83.6%+4.6pp | 69.5%+18.7pp |
| Annual return | 35.62% | 21.38%+14.2pp | 205.94%-170.3pp | 28.90%+6.7pp |
| Employer contribution / active EE | $1,333 | $2,164-38.4% | $5,432-75.5% | $2,042-34.7% |
| Participant deferral / active EE | $1,345 | $2,303-41.6% | $4,939-72.8% | $3,169-57.6% |
| Admin fee / account holder | $16 | $455-96.5% | $13,881-99.9% | $479-96.7% |