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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 | $56,784 | $68,408-17.0% | $57,196-0.7% | $57,658-1.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.3%+24.7pp | 70.2%+29.8pp |
| Annual return | 8.79% | 8.51%+0.3pp | 14.59%-5.8pp | 5.13%+3.7pp |
| Employer contribution / active EE | $1,623 | $2,869-43.4% | $2,683-39.5% | $1,974-17.8% |
| Participant deferral / active EE | $1,848 | $2,903-36.3% | $3,096-40.3% | $3,061-39.6% |
| Admin fee / account holder | $5 | $70-92.6% | $3,141-99.8% | $95-94.6% |