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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP1+ years Filed as: MOSS ADAMS Service code 10 · EIN 90-0189318 | Accounting | $20,091 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $14,532 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,204 | $38,312-57.7% | $100,671-83.9% | $59,188-72.6% |
| Participation rate | 52.0% | 57.4%-5.4pp | 70.7%-18.7pp | 69.4%-17.4pp |
| Annual return | -6.70% | 2.64%-9.3pp | 20.43%-27.1pp | 5.51%-12.2pp |
| Employer contribution / active EE | $225 | $1,183-81.0% | $4,012-94.4% | $2,098-89.3% |
| Participant deferral / active EE | $839 | $1,847-54.6% | $3,144-73.3% | $3,265-74.3% |
| Admin fee / account holder | $48 | $68-28.7% | $4,850-99.0% | $92-47.6% |