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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP1+ years Filed as: MOSS ADAMS Service code 34 · EIN 91-0189318 999 THIRD AVENUE, SUITE 2800 · SEATTLE, WA 98104 | Valuation (appraisals, etc.) | $12,200 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 4505 STEPHEN CIRCLE NW, SUITE 200 · CANTON, OH 44718 | Accounting | $7,589 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,062 | $57,108+264.3% | $94,229+120.8% | $52,331+297.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 4.68% | 1.47%+3.2pp | 10.68%-6.0pp | 4.54%+0.1pp |
| Employer contribution / active EE | $4,116 | $1,735+137.2% | $3,587+14.8% | $1,882+118.7% |
| Participant deferral / active EE | $0 | $3,040-100.0% | $4,320-100.0% | $3,022-100.0% |
| Admin fee / account holder | $79 | $546-85.5% | $6,269-98.7% | $592-86.6% |