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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $22,333 | $45,152-50.5% | $73,836-69.8% | $59,633-62.6% |
| Participation rate | 95.9% | 64.0%+31.9pp | 73.4%+22.5pp | 68.7%+27.2pp |
| Annual return | -0.02% | 27.40%-27.4pp | 2268.06%-2268.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $3,472 | $1,901+82.6% | $2,787+24.6% | $2,203+57.6% |
| Participant deferral / active EE | $2,328 | $2,573-9.5% | $3,583-35.0% | $3,192-27.0% |
| Admin fee / account holder | $37 | $3,515-98.9% | $4,882-99.2% | $4,297-99.1% |