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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $68,134 | $52,385+30.1% | $57,356+18.8% | - |
| Participation rate | 0.0% | 68.0%-68.0pp | 75.1%-75.1pp | - |
| Annual return | 2.11% | 89.90%-87.8pp | 24.41%-22.3pp | - |
| Employer contribution / active EE | $0 | $2,300-100.0% | $2,689-100.0% | - |
| Participant deferral / active EE | $0 | $2,423-100.0% | $3,162-100.0% | - |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | - |