Filed May 20, 2024
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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 | $51,577 | $60,989-15.4% | $60,899-15.3% | $66,930-22.9% |
| Participation rate | 87.3% | 74.5%+12.8pp | 73.1%+14.1pp | 69.8%+17.4pp |
| Annual return | 105.51% | -9.60%+115.1pp | 16.92%+88.6pp | 1.57%+103.9pp |
| Employer contribution / active EE | $2,795 | $2,661+5.0% | $2,702+3.4% | $2,545+9.8% |
| Participant deferral / active EE | $3,531 | $3,615-2.3% | $3,817-7.5% | $4,238-16.7% |
| Admin fee / account holder | $1 | $338-99.8% | $3,225-100.0% | $593-99.9% |