Filed September 12, 2025
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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 | $18,105 | $45,087-59.8% | $69,483-73.9% | $72,976-75.2% |
| Participation rate | 98.7% | 68.5%+30.2pp | 74.6%+24.1pp | 69.5%+29.2pp |
| Annual return | 17.89% | 22.67%-4.8pp | 28.99%-11.1pp | 81.02%-63.1pp |
| Employer contribution / active EE | $3,133 | $2,055+52.4% | $2,780+12.7% | $2,440+28.4% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,841-100.0% | $5,124-100.0% |