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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 | $30,124 | $91,517-67.1% | $101,275-70.3% | $73,412-59.0% |
| Participation rate | 74.2% | 73.8%+0.5pp | 75.8%-1.6pp | 72.2%+2.1pp |
| Annual return | 14.97% | 17.17%-2.2pp | 46.48%-31.5pp | 59.30%-44.3pp |
| Employer contribution / active EE | $5,079 | $2,877+76.6% | $3,660+38.8% | $2,234+127.4% |
| Participant deferral / active EE | $1,750 | $3,338-47.6% | $4,371-60.0% | $3,806-54.0% |
| Admin fee / account holder | $47 | $216-78.1% | $5,948-99.2% | $158-70.0% |