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| Provider | Service type | Compensation |
|---|---|---|
Service code 34 · EIN 91-1219552 | Valuation (appraisals, etc.) | $18,729 |
MOSS ADAMS LLP1+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $15,772 |
NORTHWEST PLAN SERVICES, INC.1+ years Service code 15 · EIN 91-2090931 | Recordkeeping | $15,329 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,874 | $50,464-36.8% | $75,784-57.9% | $52,331-39.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | 27.58% | 1.03%+26.6pp | 9.68%+17.9pp | 4.54%+23.0pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $339 | $1,103-69.2% | $5,300-93.6% | $592-42.6% |