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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 | $32,282 | $86,341-62.6% | $125,192-74.2% | $65,185-50.5% |
| Participation rate | 82.1% | 75.3%+6.8pp | 79.8%+2.3pp | 70.2%+11.9pp |
| Annual return | 25.97% | 27.44%-1.5pp | 43.79%-17.8pp | 29.38%-3.4pp |
| Employer contribution / active EE | $1,668 | $2,040-18.2% | $3,866-56.9% | $2,177-23.4% |
| Participant deferral / active EE | $2,619 | $3,538-26.0% | $4,937-47.0% | $3,514-25.5% |
| Admin fee / account holder | $146 | $609-76.0% | $9,704-98.5% | $847-82.8% |