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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 999 3RD AVE · SEATTLE, WA 981044057 | Accounting | $7,802 |
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $200 |
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 | $92,259 | $105,210-12.3% | $159,487-42.2% | $85,851+7.5% |
| Participation rate | 92.7% | 75.8%+16.9pp | 82.8%+9.9pp | 69.3%+23.4pp |
| Annual return | 27.74% | 45.08%-17.3pp | 263.71%-236.0pp | 318.63%-290.9pp |
| Employer contribution / active EE | $3,846 | $3,319+15.9% | $4,831-20.4% | $2,565+49.9% |
| Participant deferral / active EE | $3,732 | $5,946-37.2% | $7,354-49.3% | $3,952-5.6% |
| Admin fee / account holder | $24 | $6,934-99.7% | $10,804-99.8% | $6,261-99.6% |