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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,491 | $90,745-34.4% | $130,231-54.3% | $75,181-20.9% |
| Participation rate | 100.0% | 71.1%+28.9pp | 76.3%+23.7pp | 67.2%+32.8pp |
| Annual return | 19.77% | 34.45%-14.7pp | 38.77%-19.0pp | 160.69%-140.9pp |
| Employer contribution / active EE | $5,705 | $3,314+72.2% | $4,126+38.3% | $2,671+113.6% |
| Participant deferral / active EE | $5,847 | $5,362+9.0% | $6,799-14.0% | $4,126+41.7% |
| Admin fee / account holder | $12 | $6,331-99.8% | $6,020-99.8% | $5,650-99.8% |