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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189310 | Accounting | $10,660 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,200 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,776 | $86,791-71.5% | $115,038-78.5% | $59,188-58.1% |
| Participation rate | 88.0% | 72.8%+15.1pp | 81.4%+6.6pp | 69.4%+18.5pp |
| Annual return | 9.54% | 4.44%+5.1pp | 26.14%-16.6pp | 5.51%+4.0pp |
| Employer contribution / active EE | $0 | $2,950-100.0% | $4,608-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $9,117 | $5,298+72.1% | $6,026+51.3% | $3,265+179.2% |
| Admin fee / account holder | $11 | $95-88.0% | $8,175-99.9% | $92-87.6% |