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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 | $53,616 | $136,307-60.7% | $177,848-69.9% | $73,497-27.0% |
| Participation rate | 81.1% | 86.1%-5.0pp | 87.7%-6.6pp | 70.7%+10.5pp |
| Annual return | 25.96% | 18.68%+7.3pp | 48.33%-22.4pp | 28.51%-2.6pp |
| Employer contribution / active EE | $3,049 | $3,712-17.9% | $5,919-48.5% | $2,270+34.3% |
| Participant deferral / active EE | $4,517 | $5,829-22.5% | $7,714-41.4% | $3,740+20.8% |
| Admin fee / account holder | $7 | $596-98.8% | $12,431-99.9% | $513-98.6% |