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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 | $54,794 | $55,002-0.4% | $59,899-8.5% | $56,289-2.7% |
| Participation rate | 97.1% | 75.9%+21.2pp | 74.7%+22.4pp | 69.9%+27.2pp |
| Annual return | -2.82% | 1.13%-4.0pp | 3.46%-6.3pp | -9.96%+7.1pp |
| Employer contribution / active EE | $2,933 | $2,448+19.8% | $2,723+7.7% | $2,111+38.9% |
| Participant deferral / active EE | $4,561 | $3,121+46.1% | $3,402+34.1% | $3,350+36.2% |
| Admin fee / account holder | $0 | $236-100.0% | $3,592-100.0% | $521-100.0% |