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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $21,246 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,543 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $14,175 |
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 | $38,728 | $54,590-29.1% | $81,716-52.6% | $73,493-47.3% |
| Participation rate | 95.7% | 68.3%+27.4pp | 72.0%+23.7pp | 70.7%+25.0pp |
| Annual return | 29.29% | 17.74%+11.6pp | 29.49%-0.2pp | 28.51%+0.8pp |
| Employer contribution / active EE | $1,899 | $1,636+16.1% | $4,310-55.9% | $2,270-16.3% |
| Participant deferral / active EE | $4,362 | $2,759+58.1% | $7,108-38.6% | $3,740+16.6% |
| Admin fee / account holder | $275 | $592-53.6% | $5,159-94.7% | $513-46.4% |