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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 | $53,034 | $73,981-28.3% | $105,754-49.9% | $62,881-15.7% |
| Participation rate | 97.4% | 71.7%+25.7pp | 78.9%+18.5pp | 69.3%+28.1pp |
| Annual return | 15.24% | 17.60%-2.4pp | 12.25%+3.0pp | 20.14%-4.9pp |
| Employer contribution / active EE | $1,501 | $2,856-47.4% | $4,079-63.2% | $2,281-34.2% |
| Participant deferral / active EE | $4,516 | $4,038+11.8% | $5,326-15.2% | $3,203+41.0% |
| Admin fee / account holder | $208 | $5,976-96.5% | $8,309-97.5% | $4,296-95.2% |