Filed October 18, 2004
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 LLP4 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $18,500 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $17,934 |
FISHER INVESTMENTS4 years Service code 16 · EIN 94-3029777 | Consulting | $13,885 |
MERCER1 year Service code 16 · EIN 74-3257877 | Consulting | $13,494 |
CALLAN ASSOCIATES1 year Filed as: CALLAN Service code 16 600 MONTGOMERY ST #800 · SAN FRANCISCO, CA 94111 | Consulting | $10,000 |
STOEL RIVES LLP4 years Filed as: STOEL RIVES Service code 29 · EIN 93-0408771 | Legal | $7,809 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 16 1301 FIFTH AVENUE, SUITE 3800 · SEATTLE, WA 98101 | Consulting | $5,743 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value 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 | $445,480 | $47,456+838.7% | $172,753+157.9% | $77,775+472.8% |
| Participation rate | 85.9% | 66.3%+19.7pp | 82.6%+3.3pp | 73.2%+12.7pp |
| Annual return | 23.73% | 35.57%-11.8pp | 803.00%-779.3pp | 32.58%-8.9pp |
| Employer contribution / active EE | $21,936 | $1,574+1293.6% | $5,144+326.5% | $2,504+776.1% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,966-100.0% |
| Admin fee / account holder | -$445 | $81-650.0% | $13,956-103.2% | $100-544.4% |