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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 | $36,001 | $71,192-49.4% | $117,861-69.5% | $62,293-42.2% |
| Participation rate | 94.1% | 74.2%+19.9pp | 79.7%+14.5pp | 69.5%+24.6pp |
| Annual return | 41.54% | 18.66%+22.9pp | 335.11%-293.6pp | 28.90%+12.6pp |
| Employer contribution / active EE | $1,626 | $1,934-15.9% | $3,786-57.1% | $2,042-20.4% |
| Participant deferral / active EE | $2,759 | $3,189-13.5% | $4,482-38.4% | $3,169-12.9% |
| Admin fee / account holder | $6 | $587-99.0% | $8,021-99.9% | $479-98.8% |