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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $53,285 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,478 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$53,108 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $252,327 | $72,770+246.7% | $67,652+273.0% | $55,191+357.2% |
| Participation rate | 93.5% | 78.8%+14.7pp | 75.7%+17.9pp | 69.2%+24.4pp |
| Annual return | 1.12% | -3.26%+4.4pp | 6625.40%-6624.3pp | 10.78%-9.7pp |
| Employer contribution / active EE | $7,796 | $1,769+340.7% | $2,266+244.1% | $1,899+310.6% |
| Participant deferral / active EE | $13,281 | $3,408+289.7% | $3,560+273.1% | $3,046+336.0% |
| Admin fee / account holder | $37 | $79-53.4% | $4,821-99.2% | $91-59.6% |