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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 | $50,789 | $52,467-3.2% | $57,196-11.2% | $55,167-7.9% |
| Participation rate | 99.3% | 75.8%+23.5pp | 75.3%+24.0pp | 69.0%+30.3pp |
| Annual return | 5.82% | 7.72%-1.9pp | 14.59%-8.8pp | 169.23%-163.4pp |
| Employer contribution / active EE | $3,999 | $2,477+61.4% | $2,683+49.1% | $1,963+103.8% |
| Participant deferral / active EE | $2,748 | $2,830-2.9% | $3,096-11.3% | $3,054-10.0% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |