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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 | $60,616 | $55,002+10.2% | $59,887+1.2% | $56,287+7.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | -2.29% | 1.13%-3.4pp | 3.46%-5.8pp | -9.96%+7.7pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $6,131 | $3,121+96.4% | $3,402+80.2% | $3,350+83.0% |
| Admin fee / account holder | $2 | $236-99.2% | $3,591-100.0% | $521-99.7% |