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 | $23,558 |
MOSS ADAMS LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $10,500 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $10,000 |
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 | $10,440 | $38,833-73.1% | $78,775-86.7% | $77,958-86.6% |
| Participation rate | 48.7% | 60.9%-12.2pp | 69.2%-20.5pp | 71.6%-22.9pp |
| Annual return | 15.88% | 20.31%-4.4pp | 35.62%-19.7pp | 20.87%-5.0pp |
| Employer contribution / active EE | $950 | $840+13.2% | $1,986-52.2% | $2,310-58.9% |
| Participant deferral / active EE | $0 | $1,776-100.0% | $2,958-100.0% | $3,537-100.0% |
| Admin fee / account holder | $22 | $89-74.9% | $5,132-99.6% | $97-77.0% |