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 LLP7 years Service code 10 · EIN 91-0189318 | Accounting | $79,100 |
MULTNOMAH GROUP6 years Service code 16 · EIN 20-0361079 | Consulting | $42,517 |
FID INV INST OPS CO8 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO4 years Filed as: FID INV INSLT OPS C0 Service code 37 · EIN 04-2647786 | Loan Processing | -$356,918 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,055 | $50,127+217.3% | $149,673+6.3% | $80,160+98.4% |
| Participation rate | 91.7% | 64.3%+27.4pp | 78.8%+13.0pp | 72.9%+18.8pp |
| Annual return | 19.12% | 29.82%-10.7pp | 134.42%-115.3pp | 40.38%-21.3pp |
| Employer contribution / active EE | $4,044 | $1,865+116.9% | $4,818-16.1% | $2,978+35.8% |
| Participant deferral / active EE | $11,758 | $3,194+268.2% | $5,680+107.0% | $5,017+134.4% |
| Admin fee / account holder | $0 | $153-100.0% | $13,210-100.0% | $145-100.0% |