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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 | $29,312 | $43,338-32.4% | $59,887-51.1% | $64,173-54.3% |
| Participation rate | 75.0% | 69.2%+5.8pp | 74.7%+0.3pp | 69.6%+5.4pp |
| Annual return | -3.77% | -1.55%-2.2pp | 3.46%-7.2pp | 7.63%-11.4pp |
| Employer contribution / active EE | $5,062 | $2,030+149.4% | $2,722+86.0% | $2,381+112.6% |
| Participant deferral / active EE | $5,551 | $2,547+117.9% | $3,402+63.2% | $3,470+60.0% |
| Admin fee / account holder | $0 | $3,007-100.0% | $3,591-100.0% | $4,887-100.0% |