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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $49,171 | $56,197-12.5% | $67,652-27.3% | $59,633-17.5% |
| Participation rate | 94.9% | 71.5%+23.4pp | 75.7%+19.2pp | 68.7%+26.2pp |
| Annual return | -0.80% | 18508.10%-18508.9pp | 6625.40%-6626.2pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $1,813 | $1,615+12.3% | $2,266-20.0% | $2,203-17.7% |
| Participant deferral / active EE | $5,034 | $2,844+77.0% | $3,560+41.4% | $3,192+57.7% |
| Admin fee / account holder | $299 | $3,958-92.5% | $4,821-93.8% | $4,297-93.1% |