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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 | $51,281 | $70,002-26.7% | $115,037-55.4% | $52,331-2.0% |
| Participation rate | 71.8% | 72.1%-0.3pp | 81.4%-9.5pp | 68.1%+3.7pp |
| Annual return | 1.07% | 4.04%-3.0pp | 26.14%-25.1pp | 4.54%-3.5pp |
| Employer contribution / active EE | $769 | $2,715-71.7% | $4,608-83.3% | $1,882-59.1% |
| Participant deferral / active EE | $4,558 | $4,920-7.3% | $6,026-24.4% | $3,022+50.8% |
| Admin fee / account holder | $17 | $566-97.0% | $8,175-99.8% | $592-97.2% |