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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP3 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 999 3RD AVE · SEATTLE, WA 981044057 | Accounting | $12,600 |
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $400 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,326 | $84,499-6.1% | $125,391-36.7% | $66,949+18.5% |
| Participation rate | 90.2% | 76.4%+13.8pp | 82.4%+7.8pp | 69.8%+20.4pp |
| Annual return | -15.38% | -8.49%-6.9pp | 572.41%-587.8pp | 1.57%-17.0pp |
| Employer contribution / active EE | $3,448 | $3,554-3.0% | $4,816-28.4% | $2,545+35.5% |
| Participant deferral / active EE | $3,344 | $6,785-50.7% | $7,448-55.1% | $4,239-21.1% |
| Admin fee / account holder | $36 | $685-94.7% | $10,009-99.6% | $594-93.9% |