Filed December 8, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $10,250 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,897 | $33,232-76.2% | $71,793-89.0% | $63,975-87.7% |
| Participation rate | 47.6% | 60.1%-12.5pp | 69.1%-21.5pp | 71.1%-23.6pp |
| Annual return | 7.62% | 11.99%-4.4pp | 78.04%-70.4pp | 48.65%-41.0pp |
| Employer contribution / active EE | $807 | $723+11.7% | $1,924-58.0% | $2,182-63.0% |
| Participant deferral / active EE | $0 | $1,604-100.0% | $2,794-100.0% | $3,356-100.0% |
| Admin fee / account holder | $7 | $63-88.3% | $4,815-99.8% | $70-89.4% |