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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 | $20,315 | $43,344-53.1% | $59,899-66.1% | $64,173-68.3% |
| Participation rate | 91.3% | 69.2%+22.1pp | 74.7%+16.6pp | 69.6%+21.7pp |
| Annual return | 12.13% | -1.55%+13.7pp | 3.46%+8.7pp | 7.63%+4.5pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,228 | $2,547-51.8% | $3,402-63.9% | $3,470-64.6% |
| Admin fee / account holder | $4 | $3,008-99.9% | $3,592-99.9% | $4,887-99.9% |