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 27 · EIN 59-2937883 | Advisory (Plan) | $259,360 |
MOSS ADAMS LLP4 years Service code 10 · EIN 91-0189318 | Accounting | $23,325 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 61 · EIN 04-3046611 | Finders' fees / placement fees | $0 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$22,980 |
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 | $91,055 | $95,776-4.9% | $162,185-43.9% | $77,775+17.1% |
| Participation rate | 99.0% | 88.6%+10.3pp | 87.6%+11.4pp | 73.2%+25.8pp |
| Annual return | 28.41% | 37.03%-8.6pp | 115.61%-87.2pp | 32.58%-4.2pp |
| Employer contribution / active EE | $7,355 | $3,874+89.9% | $5,613+31.0% | $2,504+193.7% |
| Participant deferral / active EE | $4,811 | $6,125-21.5% | $7,297-34.1% | $3,966+21.3% |
| Admin fee / account holder | $73 | $88-17.1% | $10,844-99.3% | $100-27.3% |