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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 | $121,987 | $79,151+54.1% | $60,906+100.3% | $64,819+88.2% |
| Participation rate | 94.5% | 77.7%+16.8pp | 73.1%+21.4pp | 71.5%+23.0pp |
| Annual return | -11.99% | -7.12%-4.9pp | 16.94%-28.9pp | 32.84%-44.8pp |
| Employer contribution / active EE | $6,153 | $3,052+101.6% | $2,703+127.6% | $2,507+145.4% |
| Participant deferral / active EE | $4,122 | $3,727+10.6% | $3,814+8.1% | $4,311-4.4% |
| Admin fee / account holder | $51 | $106-51.8% | $3,227-98.4% | $188-72.9% |