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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 | $25,955 | $51,769-49.9% | $57,356-54.7% | $52,331-50.4% |
| Participation rate | 91.7% | 75.2%+16.4pp | 75.1%+16.6pp | 68.1%+23.6pp |
| Annual return | 2.54% | 2.43%+0.1pp | 24.41%-21.9pp | 4.54%-2.0pp |
| Employer contribution / active EE | $2,158 | $2,335-7.6% | $2,689-19.7% | $1,882+14.7% |
| Participant deferral / active EE | $1,717 | $2,794-38.5% | $3,162-45.7% | $3,022-43.2% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |