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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 | $65,472 | $45,050+45.3% | $63,018+3.9% | $70,126-6.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.68% | 18.76%-4.1pp | 87.62%-72.9pp | 73.15%-58.5pp |
| Employer contribution / active EE | $471 | $2,052-77.0% | $2,761-82.9% | $2,343-79.9% |
| Participant deferral / active EE | $2,700 | $2,466+9.5% | $3,330-18.9% | $3,332-19.0% |
| Admin fee / account holder | $147 | $2,834-94.8% | $3,601-95.9% | $4,645-96.8% |