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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 | $18,996 | $52,293-63.7% | $178,499-89.4% | $73,412-74.1% |
| Participation rate | 74.7% | 65.3%+9.4pp | 81.9%-7.2pp | 72.2%+2.5pp |
| Annual return | 26.59% | 34.75%-8.2pp | 151.10%-124.5pp | 59.30%-32.7pp |
| Employer contribution / active EE | $1,295 | $1,735-25.4% | $5,011-74.2% | $2,234-42.0% |
| Participant deferral / active EE | $2,782 | $2,332+19.3% | $5,202-46.5% | $3,806-26.9% |
| Admin fee / account holder | $16 | $127-87.5% | $13,986-99.9% | $158-89.9% |