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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP2+ years Filed as: MOSS ADAMS Service code 34 · EIN 91-0189318 999 THIRD AVENUE, SUITE 2800 · SEATTLE, WA 98104 | Valuation (appraisals, etc.) | $12,250 |
CLIFTONLARSONALLEN LLP2+ years Service code 10 · EIN 41-0746749 4505 STEPHEN CIRCLE NW, SUITE 200 · CANTON, OH 44718 | Accounting | $6,902 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,916 | $63,924+281.6% | $108,582+124.6% | $55,167+342.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.6%+20.4pp | 69.0%+31.0pp |
| Annual return | 20.26% | 15.31%+5.0pp | -51.70%+72.0pp | 169.23%-149.0pp |
| Employer contribution / active EE | $3,864 | $1,879+105.6% | $3,758+2.8% | $1,963+96.9% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $78 | $618-87.4% | $7,645-99.0% | $504-84.5% |