Filed June 26, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $149,625 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $118,789 |
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $92,818 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,227 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,506 | $122,128-23.4% | $147,080-36.4% | $199,960-53.2% |
| Participation rate | 72.2% | 78.2%-6.0pp | 82.2%-10.0pp | 72.0%+0.2pp |
| Annual return | 16.18% | 30.58%-14.4pp | 420.17%-404.0pp | 34.28%-18.1pp |
| Employer contribution / active EE | $3,737 | $4,093-8.7% | $4,933-24.2% | $3,036+23.1% |
| Participant deferral / active EE | $10,274 | $8,484+21.1% | $8,066+27.4% | $5,087+102.0% |
| Admin fee / account holder | $281 | $180+56.3% | $12,989-97.8% | $269+4.2% |