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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 | $70,070 | $45,079+55.4% | $69,461+0.9% | $72,983-4.0% |
| Participation rate | 96.7% | 68.5%+28.2pp | 74.6%+22.1pp | 69.5%+27.2pp |
| Annual return | 20.65% | 22.65%-2.0pp | 28.97%-8.3pp | 81.01%-60.4pp |
| Employer contribution / active EE | $434 | $2,055-78.9% | $2,779-84.4% | $2,440-82.2% |
| Participant deferral / active EE | $2,458 | $2,603-5.5% | $3,536-30.5% | $3,608-31.9% |
| Admin fee / account holder | $186 | $3,056-93.9% | $3,840-95.1% | $5,124-96.4% |