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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $27,997 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,310 |
MOSS ADAMS LLP3 years Service code 10 · EIN 91-0189318 | Accounting | $12,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,907 | $50,199-38.4% | $69,884-55.8% | $66,938-53.8% |
| Participation rate | 94.2% | 66.3%+27.9pp | 70.5%+23.7pp | 69.8%+24.4pp |
| Annual return | -17.19% | -13.85%-3.3pp | 190.81%-208.0pp | 1.58%-18.8pp |
| Employer contribution / active EE | $1,720 | $1,864-7.7% | $2,560-32.8% | $2,545-32.4% |
| Participant deferral / active EE | $4,185 | $3,112+34.5% | $3,848+8.8% | $4,238-1.3% |
| Admin fee / account holder | $243 | $600-59.5% | $6,266-96.1% | $594-59.0% |