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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP4+ years Service code 10 · EIN 91-0189318 | Accounting | $16,900 |
SILVERSTONE GROUP4+ years Service code 11 · EIN 47-0813106 | Actuarial | $13,905 |
US BANK4+ years Filed as: US BANK NATIONAL ASSOC Service code 60 · EIN 31-0841368 | Sub-TA Fees | $8,963 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $37,197-100.0% | $98,614-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 4.7%-4.7pp |
| Annual return | -6.39% | -1.87%-4.5pp | -0.41%-6.0pp | -0.69%-5.7pp |
| Employer contribution / active EE | $1,228 | $8,333-85.3% | $15,396-92.0% | $16,786-92.7% |
| Participant deferral / active EE | $0 | $11-100.0% | $26-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $2,970-100.0% | $124-100.0% |