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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 | $56,031 | $60,795-7.8% | $69,464-19.3% | $65,185-14.0% |
| Participation rate | 97.9% | 74.9%+23.1pp | 74.6%+23.3pp | 70.2%+27.7pp |
| Annual return | 6.43% | 17.46%-11.0pp | 28.98%-22.5pp | 29.38%-23.0pp |
| Employer contribution / active EE | $1,786 | $2,452-27.2% | $2,779-35.7% | $2,177-18.0% |
| Participant deferral / active EE | $3,352 | $3,162+6.0% | $3,536-5.2% | $3,514-4.6% |
| Admin fee / account holder | $0 | $314-100.0% | $3,840-100.0% | $847-100.0% |