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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $15,000 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,584 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,027 | $98,766-59.5% | $149,730-73.3% | $79,852-49.9% |
| Participation rate | 58.1% | 75.8%-17.6pp | 82.5%-24.3pp | 69.6%-11.5pp |
| Annual return | 14.54% | 27.43%-12.9pp | 276.70%-262.2pp | 31.72%-17.2pp |
| Employer contribution / active EE | $125 | $3,217-96.1% | $4,645-97.3% | $2,471-94.9% |
| Participant deferral / active EE | $10,890 | $5,681+91.7% | $6,843+59.1% | $3,740+191.1% |
| Admin fee / account holder | $281 | $6,052-95.3% | $9,310-97.0% | $5,306-94.7% |