Filed March 21, 2005
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $219,506 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $19,645 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $19,367 |
Form 5500 reported that benefits due were not provided when due.
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 | $76,685 | $82,546-7.1% | $140,019-45.2% | $75,289+1.9% |
| Participation rate | 90.8% | 88.4%+2.4pp | 87.5%+3.3pp | 72.4%+18.4pp |
| Annual return | 9.08% | -0.36%+9.4pp | 651.19%-642.1pp | -0.04%+9.1pp |
| Employer contribution / active EE | $5,209 | $3,856+35.1% | $5,605-7.1% | $2,405+116.6% |
| Participant deferral / active EE | $4,266 | $5,731-25.6% | $6,927-38.4% | $3,739+14.1% |
| Admin fee / account holder | $80 | $86-7.1% | $10,705-99.3% | $102-22.1% |