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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP1 year Service code 10 PO BOX 748369 · LOS ANGELES, CA 900748369 | Accounting | $13,500 |
Filed as: PHILLIPS & COMPANY Service code 27 1300 SWS FIFTH AVE · PORTLAND, OR 97201 | Advisory (Plan) | $10,579 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,076 | $37,213-67.5% | $156,551-92.3% | $63,975-81.1% |
| Participation rate | 23.5% | 65.0%-41.5pp | 84.0%-60.5pp | 71.1%-47.6pp |
| Annual return | 9.69% | 47.89%-38.2pp | 32.23%-22.5pp | 48.65%-39.0pp |
| Employer contribution / active EE | $65 | $1,357-95.2% | $5,501-98.8% | $2,182-97.0% |
| Participant deferral / active EE | $687 | $2,070-66.8% | $4,871-85.9% | $3,356-79.5% |
| Admin fee / account holder | $64 | $56+13.2% | $13,028-99.5% | $70-9.5% |