Filed January 16, 2015 (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.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3 years Service code 11 · EIN 22-2232264 | Actuarial | $33,099 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $29,500 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $286,788-100.0% | $765,066-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 37.6%-37.6pp |
| Annual return | 10.31% | 5.63%+4.7pp | 8.31%+2.0pp | 9.30%+1.0pp |
| Employer contribution / active EE | $0 | $29,580-100.0% | $21,002-100.0% | $43,750-100.0% |
| Participant deferral / active EE | $0 | $188-100.0% | $224-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $12,596-100.0% | $724-100.0% | $12,596-100.0% |