Filed December 8, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $48,346 |
MOSS ADAMS LLP3 years Service code 10 · EIN 91-0189318 | Accounting | $10,500 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $95,979-100.0% | $74,549-100.0% | $135,381-100.0% |
| Participation rate | 0.0% | 75.6%-75.6pp | 69.1%-69.1pp | 82.6%-82.6pp |
| Annual return | -93.91% | 56.98%-150.9pp | 32.54%-126.5pp | 519.81%-613.7pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,523-100.0% | $5,059-100.0% | $10,828-100.0% |