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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 | $36,111 | $45,087-19.9% | $69,483-48.0% | $72,976-50.5% |
| Participation rate | 97.8% | 68.5%+29.3pp | 74.6%+23.2pp | 69.5%+28.3pp |
| Annual return | 18.44% | 22.67%-4.2pp | 28.99%-10.5pp | 81.02%-62.6pp |
| Employer contribution / active EE | $2,233 | $2,055+8.7% | $2,780-19.6% | $2,440-8.5% |
| Participant deferral / active EE | $2,267 | $2,603-12.9% | $3,537-35.9% | $3,608-37.2% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,841-100.0% | $5,124-100.0% |