Filed January 30, 2025
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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $17,325 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,559 | $53,165-29.4% | $86,235-56.4% | $74,473-49.6% |
| Participation rate | 42.5% | 64.9%-22.4pp | 69.0%-26.5pp | 70.7%-28.3pp |
| Annual return | 19.37% | 22.64%-3.3pp | 1170.03%-1150.7pp | 34.36%-15.0pp |
| Employer contribution / active EE | $625 | $1,210-48.3% | $2,381-73.7% | $2,638-76.3% |
| Participant deferral / active EE | $2,600 | $3,234-19.6% | $3,987-34.8% | $4,530-42.6% |
| Admin fee / account holder | $71 | $551-87.1% | $6,856-99.0% | $347-79.6% |