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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 | $40,086 | $65,322-38.6% | $70,462-43.1% | $73,493-45.5% |
| Participation rate | 75.0% | 77.0%-2.0pp | 75.1%-0.1pp | 70.7%+4.3pp |
| Annual return | 13.58% | 15.71%-2.1pp | 109.08%-95.5pp | 28.51%-14.9pp |
| Employer contribution / active EE | $2,154 | $2,460-12.4% | $2,737-21.3% | $2,270-5.1% |
| Participant deferral / active EE | $1,840 | $3,375-45.5% | $3,710-50.4% | $3,740-50.8% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |