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 | $69,745-34.5% | $67,511-32.3% | $74,546-38.7% |
| Participation rate | 96.4% | 71.3%+25.1pp | 72.9%+23.5pp | 67.2%+29.2pp |
| Annual return | 13.40% | -40.37%+53.8pp | 3517.41%-3504.0pp | 1366.03%-1352.6pp |
| Employer contribution / active EE | $827 | $2,705-69.4% | $2,733-69.7% | $2,624-68.5% |
| Participant deferral / active EE | $2,617 | $3,636-28.0% | $4,000-34.6% | $4,347-39.8% |
| Admin fee / account holder | $129 | $894-85.5% | $3,999-96.8% | $1,944-93.4% |