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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP6+ years Service code 10 · EIN 91-0189318 | Accounting | $17,745 |
SILVERSTONE GROUP6+ years Service code 11 · EIN 47-0813106 | Actuarial | $14,925 |
US BANK6+ years Filed as: US BANK NATIONAL ASSOC Service code 60 · EIN 31-0841368 | Sub-TA Fees | $9,286 |
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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 | $409,661-100.0% | $2,066,441-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 1.7%-1.7pp |
| Annual return | 18.21% | 9.42%+8.8pp | 10.57%+7.6pp | 627.08%-608.9pp |
| Employer contribution / active EE | $991 | $11,814-91.6% | $18,335-94.6% | $18,824-94.7% |
| Participant deferral / active EE | $0 | $8-100.0% | $5-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $8,713-100.0% | $1,923-100.0% |