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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 | $40,088 | $68,408-41.4% | $57,196-29.9% | $57,658-30.5% |
| Participation rate | 99.0% | 79.1%+19.8pp | 75.3%+23.6pp | 70.2%+28.7pp |
| Annual return | 6.09% | 8.51%-2.4pp | 14.59%-8.5pp | 5.13%+1.0pp |
| Employer contribution / active EE | $1,669 | $2,869-41.8% | $2,683-37.8% | $1,974-15.4% |
| Participant deferral / active EE | $1,490 | $2,903-48.7% | $3,096-51.9% | $3,061-51.3% |
| Admin fee / account holder | $0 | $70-100.0% | $3,141-100.0% | $95-100.0% |