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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 | $63,717 | $49,249+29.4% | $70,476-9.6% | $79,852-20.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 14.75% | 30.09%-15.3pp | 109.12%-94.4pp | 31.72%-17.0pp |
| Employer contribution / active EE | $5,042 | $2,100+140.0% | $2,738+84.1% | $2,471+104.0% |
| Participant deferral / active EE | $3,331 | $2,769+20.3% | $3,710-10.2% | $3,740-10.9% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,847-100.0% | $5,306-100.0% |