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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 | $34,808 | $43,333-19.7% | $59,883-41.9% | $64,186-45.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -2.87% | -1.55%-1.3pp | 3.46%-6.3pp | 7.63%-10.5pp |
| Employer contribution / active EE | $646 | $2,029-68.2% | $2,722-76.3% | $2,381-72.9% |
| Participant deferral / active EE | $2,297 | $2,547-9.8% | $3,402-32.5% | $3,470-33.8% |
| Admin fee / account holder | $0 | $3,006-100.0% | $3,591-100.0% | $4,888-100.0% |