Filed December 27, 2023 (most recent of 4 filings on file)
Total covered: 15 employees
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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $24,500 |
FID INV INST OPS CO2 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO1 year Filed as: FID INVST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$162,717 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $117,115 | $44,989+160.3% | $170,435-31.3% | $77,958+50.2% |
| Participation rate | 79.6% | 64.6%+15.0pp | 83.6%-4.0pp | 71.6%+7.9pp |
| Annual return | 17.51% | 19.61%-2.1pp | 205.94%-188.4pp | 20.87%-3.4pp |
| Employer contribution / active EE | $2,928 | $1,466+99.7% | $5,432-46.1% | $2,310+26.7% |
| Participant deferral / active EE | $7,999 | $2,208+262.4% | $4,939+62.0% | $3,537+126.2% |
| Admin fee / account holder | $0 | $69-100.0% | $13,881-100.0% | $97-100.0% |