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Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,997 | $65,437+3.9% | $86,698-21.6% | $66,949+1.6% |
| Participation rate | 96.8% | 75.5%+21.4pp | 76.6%+20.2pp | 69.8%+27.0pp |
| Annual return | 9.79% | -10.91%+20.7pp | 35.96%-26.2pp | 1.57%+8.2pp |
| Employer contribution / active EE | $8,333 | $2,154+286.9% | $2,837+193.8% | $2,545+227.4% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,492-100.0% | $594-100.0% |