Filed December 2, 2016 (most recent of 4 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 |
|---|---|---|
Filed as: CARLSON & SEVIGNY TPA SERVICES INC Service code 15 · EIN 33-1087673 PO BOX 48098 · SPOKANE, WA 99228 | Recordkeeping | $10,405 |
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $5,899 |
ANASTASI, MOORE & MARTIN, PLLC1+ years Service code 10 · EIN 20-8149084 104 S. DIVISION · SPOKANE, WA 99202 | Accounting | $5,750 |
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 | $46,623 | $68,413-31.9% | $123,105-62.1% | $55,191-15.5% |
| Participation rate | 98.5% | 84.5%+14.0pp | 86.8%+11.7pp | 69.2%+29.3pp |
| Annual return | 0.75% | 6.30%-5.6pp | 13.22%-12.5pp | 10.78%-10.0pp |
| Employer contribution / active EE | $4,770 | $3,050+56.4% | $5,151-7.4% | $1,899+151.2% |
| Participant deferral / active EE | $3,155 | $4,490-29.7% | $6,229-49.4% | $3,046+3.6% |
| Admin fee / account holder | $35 | $88-60.2% | $9,014-99.6% | $91-61.5% |