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| Provider | Service type | Compensation |
|---|---|---|
Service code 34 · EIN 36-4799908 33 SOUTH 6TH STREET, SUITE 4750 · MINNEAPLOLIS, MN 55402 | Valuation (appraisals, etc.) | $13,497 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 2040 MAIN STREET, SUITE 900 · IRVINE, CA 92614 | Accounting | $12,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,307 | $52,678-74.7% | $75,784-82.4% | $59,633-77.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -22.81% | 2.95%-25.8pp | 9.68%-32.5pp | 2041.45%-2064.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $325 | $3,610-91.0% | $5,300-93.9% | $4,297-92.4% |