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Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,636 | $52,678+70.2% | $75,784+18.3% | $59,633+50.3% |
| Participation rate | 74.4% | 67.2%+7.2pp | 75.8%-1.4pp | 68.7%+5.8pp |
| Annual return | 1.53% | 2.95%-1.4pp | 9.68%-8.2pp | 2041.40%-2039.9pp |
| Employer contribution / active EE | $1,982 | $2,193-9.6% | $3,323-40.4% | $2,203-10.0% |
| Participant deferral / active EE | $3,718 | $2,591+43.5% | $3,652+1.8% | $3,192+16.5% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,300-100.0% | $4,297-100.0% |