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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 | $46,299 | $40,264+15.0% | $57,349-19.3% | $59,633-22.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.90% | 27.51%-25.6pp | 24.40%-22.5pp | 2041.40%-2039.5pp |
| Employer contribution / active EE | $6,401 | $1,922+233.1% | $2,689+138.1% | $2,203+190.6% |
| Participant deferral / active EE | $6,449 | $2,400+168.7% | $3,162+104.0% | $3,192+102.1% |
| Admin fee / account holder | $0 | $2,819-100.0% | $3,356-100.0% | $4,297-100.0% |