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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 | $42,203 | $70,083-39.8% | $59,899-29.5% | $55,725-24.3% |
| Participation rate | 96.1% | 78.4%+17.7pp | 74.7%+21.4pp | 70.9%+25.2pp |
| Annual return | 10.81% | 3.13%+7.7pp | 3.46%+7.3pp | 244.93%-234.1pp |
| Employer contribution / active EE | $4,118 | $2,878+43.1% | $2,723+51.2% | $2,078+98.2% |
| Participant deferral / active EE | $2,590 | $3,079-15.9% | $3,402-23.9% | $3,356-22.8% |
| Admin fee / account holder | $0 | $70-100.0% | $3,592-100.0% | $115-100.0% |