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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 | $46,328 | $46,732-0.9% | $156,551-70.4% | $55,167-16.0% |
| Participation rate | 85.6% | 65.8%+19.8pp | 84.0%+1.6pp | 69.0%+16.6pp |
| Annual return | 8.77% | 17.72%-8.9pp | 32.23%-23.5pp | 169.23%-160.5pp |
| Employer contribution / active EE | $1,576 | $2,105-25.2% | $5,501-71.4% | $1,963-19.7% |
| Participant deferral / active EE | $5,726 | $2,204+159.8% | $4,871+17.6% | $3,054+87.5% |
| Admin fee / account holder | $12 | $418-97.1% | $13,028-99.9% | $504-97.6% |