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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 | $40,856 | $49,255-17.1% | $70,494-42.0% | $79,856-48.8% |
| Participation rate | 96.9% | 69.2%+27.7pp | 75.1%+21.8pp | 69.6%+27.2pp |
| Annual return | 15.45% | 30.10%-14.7pp | 109.16%-93.7pp | 31.71%-16.3pp |
| Employer contribution / active EE | $2,485 | $2,100+18.3% | $2,738-9.3% | $2,471+0.5% |
| Participant deferral / active EE | $2,168 | $2,768-21.7% | $3,711-41.6% | $3,741-42.0% |
| Admin fee / account holder | $0 | $2,879-100.0% | $3,848-100.0% | $5,306-100.0% |