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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 | $49,229 | $85,199-42.2% | $57,196-13.9% | $63,975-23.0% |
| Participation rate | 70.7% | 74.0%-3.3pp | 75.3%-4.6pp | 71.1%-0.4pp |
| Annual return | 7.72% | 10.43%-2.7pp | 14.59%-6.9pp | 48.65%-40.9pp |
| Employer contribution / active EE | $1,320 | $3,446-61.7% | $2,683-50.8% | $2,182-39.5% |
| Participant deferral / active EE | $1,577 | $3,109-49.3% | $3,096-49.1% | $3,356-53.0% |
| Admin fee / account holder | $0 | $39-100.0% | $3,141-100.0% | $70-100.0% |