Filed December 9, 2024 (most recent of 2 filings on file)
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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,268 | $61,391-60.5% | $149,723-83.8% | $71,529-66.1% |
| Participation rate | 87.5% | 62.5%+25.0pp | 78.8%+8.7pp | 67.9%+19.6pp |
| Annual return | 20.09% | 35.88%-15.8pp | 134.50%-114.4pp | 28.97%-8.9pp |
| Employer contribution / active EE | $2,005 | $2,384-15.9% | $4,821-58.4% | $2,590-22.6% |
| Participant deferral / active EE | $2,611 | $2,921-10.6% | $5,682-54.0% | $4,291-39.2% |
| Admin fee / account holder | $87 | $1,264-93.1% | $13,215-99.3% | $1,588-94.5% |