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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 | $73,991 | $49,239+50.3% | $70,462+5.0% | $79,858-7.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 12.03% | 30.08%-18.1pp | 109.08%-97.1pp | 31.72%-19.7pp |
| Employer contribution / active EE | $422 | $2,100-79.9% | $2,737-84.6% | $2,471-82.9% |
| Participant deferral / active EE | $2,235 | $2,769-19.3% | $3,710-39.7% | $3,740-40.2% |
| Admin fee / account holder | $205 | $2,876-92.9% | $3,845-94.7% | $5,306-96.1% |