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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 | $38,338 | $45,087-15.0% | $69,483-44.8% | $72,976-47.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 16.48% | 22.67%-6.2pp | 28.99%-12.5pp | 81.02%-64.5pp |
| Employer contribution / active EE | $582 | $2,055-71.7% | $2,780-79.1% | $2,440-76.2% |
| Participant deferral / active EE | $1,475 | $2,603-43.3% | $3,537-58.3% | $3,608-59.1% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,841-100.0% | $5,124-100.0% |