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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP5+ years Service code 10 · EIN 91-0189318 | Accounting | $16,900 |
SILVERSTONE GROUP5+ years Service code 11 · EIN 47-0813106 | Actuarial | $15,780 |
US BANK5+ years Filed as: US BANK NATIONAL ASSOC Service code 60 · EIN 31-0841368 | Sub-TA Fees | $9,048 |
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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 | $46,244-100.0% | $204,001-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 2.8%-2.8pp |
| Annual return | 20.78% | 38.09%-17.3pp | -100.31%+121.1pp | 16.32%+4.5pp |
| Employer contribution / active EE | $1,500 | $10,322-85.5% | $18,686-92.0% | $17,007-91.2% |
| Participant deferral / active EE | $0 | $9-100.0% | $77-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $1,604-100.0% | $127-100.0% |