Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLP Service code 15 · EIN 91-0189318 | Recordkeeping | $12,414 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,800 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,481 | $91,179+27.7% | $178,499-34.7% | $79,852+45.9% |
| Participation rate | 98.6% | 69.2%+29.4pp | 81.9%+16.7pp | 69.6%+29.0pp |
| Annual return | 18.82% | 24.19%-5.4pp | 151.10%-132.3pp | 31.72%-12.9pp |
| Employer contribution / active EE | $604 | $3,256-81.4% | $5,011-87.9% | $2,471-75.6% |
| Participant deferral / active EE | $6,965 | $3,236+115.2% | $5,202+33.9% | $3,740+86.2% |
| Admin fee / account holder | $193 | $6,749-97.1% | $13,986-98.6% | $5,306-96.4% |