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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 | $20,548 | $58,895-65.1% | $178,503-88.5% | $73,497-72.0% |
| Participation rate | 80.8% | 66.2%+14.6pp | 81.9%-1.1pp | 70.7%+10.2pp |
| Annual return | 13.37% | 24.86%-11.5pp | 151.12%-137.7pp | 28.51%-15.1pp |
| Employer contribution / active EE | $1,059 | $2,236-52.6% | $5,011-78.9% | $2,270-53.4% |
| Participant deferral / active EE | $1,644 | $2,567-36.0% | $5,202-68.4% | $3,740-56.0% |
| Admin fee / account holder | $55 | $400-86.3% | $13,987-99.6% | $513-89.3% |