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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 | $59,917 | $43,338+38.3% | $59,8870% | $64,173-6.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -2.89% | -1.55%-1.3pp | 3.46%-6.3pp | 7.63%-10.5pp |
| Employer contribution / active EE | $412 | $2,030-79.7% | $2,722-84.9% | $2,381-82.7% |
| Participant deferral / active EE | $2,686 | $2,547+5.5% | $3,402-21.0% | $3,470-22.6% |
| Admin fee / account holder | $165 | $3,007-94.5% | $3,591-95.4% | $4,887-96.6% |