Filed November 9, 2005
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 |
|---|---|---|
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 PO BOX 101822 · PASADENA, CA 91189 | Accounting | $18,900 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,401 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $8,647 |
JONES & ROTH, PC1 year Filed as: JONES & ROTH PC Service code 13 | Contract Administrator | $1,729 |
JONES & ROTH, PC7 years Service code 13 PO BOX 10086 · EUGENE, OR 97440 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,729 | $61,356-63.0% | $149,696-84.8% | $71,511-68.2% |
| Participation rate | 46.9% | 62.5%-15.6pp | 78.8%-31.8pp | 67.9%-21.0pp |
| Annual return | 15.61% | 35.86%-20.2pp | 134.46%-118.8pp | 28.86%-13.2pp |
| Employer contribution / active EE | $921 | $2,382-61.3% | $4,821-80.9% | $2,589-64.4% |
| Participant deferral / active EE | $892 | $2,920-69.4% | $5,682-84.3% | $4,291-79.2% |
| Admin fee / account holder | $284 | $1,263-77.6% | $13,212-97.9% | $1,588-82.1% |