Filed February 5, 2024 (most recent of 3 filings on file)
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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 | $149,000 | $82,163+81.3% | $125,363+18.9% | $64,814+129.9% |
| Participation rate | 95.9% | 77.9%+18.1pp | 82.4%+13.6pp | 71.5%+24.5pp |
| Annual return | -12.89% | 3.49%-16.4pp | 572.15%-585.0pp | 32.84%-45.7pp |
| Employer contribution / active EE | $10,116 | $3,616+179.7% | $4,815+110.1% | $2,507+303.5% |
| Participant deferral / active EE | $6,969 | $7,175-2.9% | $7,447-6.4% | $4,310+61.7% |
| Admin fee / account holder | $2 | $163-98.6% | $10,005-100.0% | $188-98.8% |