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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP3+ years Filed as: MOSS ADAMS Service code 34 · EIN 91-0189318 999 THIRD AVENUE, SUITE 2800 · SEATTLE, WA 98104 | Valuation (appraisals, etc.) | $18,709 |
CLIFTONLARSONALLEN LLP3+ years Service code 10 · EIN 41-0746749 4505 STEPHEN CIRCLE NW, SUITE 200 · CANTON, OH 44718 | Accounting | $7,853 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $305,908 | $71,192+329.7% | $117,861+159.5% | $62,293+391.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 32.49% | 18.66%+13.8pp | 335.11%-302.6pp | 28.90%+3.6pp |
| Employer contribution / active EE | $4,317 | $1,934+123.2% | $3,786+14.0% | $2,042+111.4% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $114 | $587-80.6% | $8,021-98.6% | $479-76.2% |