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 LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $25,200 |
MULTNOMAH GROUP1 year Service code 16 · EIN 20-1036497 | Consulting | $9,750 |
FID INV INST OPS CO3 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO2 years Filed as: FID INVST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$194,484 |
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 | $109,240 | $45,382+140.7% | $154,110-29.1% | $75,289+45.1% |
| Participation rate | 83.5% | 65.9%+17.6pp | 83.0%+0.4pp | 72.4%+11.1pp |
| Annual return | -4.74% | -0.47%-4.3pp | 735.22%-740.0pp | -0.04%-4.7pp |
| Employer contribution / active EE | $3,155 | $1,533+105.8% | $5,298-40.4% | $2,405+31.2% |
| Participant deferral / active EE | $8,763 | $2,384+267.6% | $5,081+72.5% | $3,739+134.4% |
| Admin fee / account holder | $0 | $89-100.0% | $13,412-100.0% | $102-100.0% |