Filed May 15, 2013 (most recent of 2 filings on file)
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.
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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 6565 AMERICAS PKWY #600 · ALBUQUERQUE, NM 87110 | Accounting | $12,500 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $3,176 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,430 | $70,002+9.2% | $115,038-33.6% | $52,331+46.1% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | -3.97% | 4.04%-8.0pp | 26.14%-30.1pp | 4.54%-8.5pp |
| Employer contribution / active EE | $2,909 | $2,715+7.2% | $4,608-36.9% | $1,882+54.6% |
| Participant deferral / active EE | $9,910 | $4,920+101.4% | $6,026+64.4% | $3,022+227.9% |
| Admin fee / account holder | $67 | $566-88.2% | $8,175-99.2% | $592-88.7% |