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Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,274 | $50,199-39.7% | $69,890-56.7% | $66,949-54.8% |
| Participation rate | 88.7% | 66.3%+22.4pp | 70.5%+18.2pp | 69.8%+18.9pp |
| Annual return | 46.34% | -13.85%+60.2pp | 190.84%-144.5pp | 1.57%+44.8pp |
| Employer contribution / active EE | $0 | $1,864-100.0% | $2,560-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $3,848-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $600-100.0% | $6,267-100.0% | $594-100.0% |