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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 999 3RD AVE · SEATTLE, WA 981044057 | Accounting | $6,377 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $75 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,549 | $99,957-31.4% | $149,745-54.2% | $73,497-6.7% |
| Participation rate | 86.9% | 75.7%+11.2pp | 82.5%+4.4pp | 70.7%+16.2pp |
| Annual return | 5.14% | 53.87%-48.7pp | 276.72%-271.6pp | 28.51%-23.4pp |
| Employer contribution / active EE | $2,982 | $3,191-6.6% | $4,646-35.8% | $2,270+31.4% |
| Participant deferral / active EE | $2,655 | $6,073-56.3% | $6,843-61.2% | $3,740-29.0% |
| Admin fee / account holder | $15 | $551-97.3% | $9,312-99.8% | $513-97.1% |