Filed August 8, 2024
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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,712 | $69,774-34.5% | $67,575-32.4% | $74,459-38.6% |
| Participation rate | 96.4% | 71.4%+25.0pp | 72.9%+23.5pp | 67.2%+29.2pp |
| Annual return | 13.40% | -40.53%+53.9pp | 3528.98%-3515.6pp | 1369.70%-1356.3pp |
| Employer contribution / active EE | $827 | $2,710-69.5% | $2,736-69.8% | $2,626-68.5% |
| Participant deferral / active EE | $2,617 | $3,636-28.0% | $4,003-34.6% | $4,350-39.8% |
| Admin fee / account holder | $129 | $890-85.5% | $3,993-96.8% | $1,945-93.4% |