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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $7,170 |
TRI-AD ACTUARIES, INC.1+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $3,524 |
TRI-AD CAPITAL MANAGEMENT, INC.1+ years Service code 27 | Advisory (Plan) | $2,500 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,958 | $43,550-81.7% | $63,244-87.4% | $52,331-84.8% |
| Participation rate | 91.4% | 65.7%+25.7pp | 71.0%+20.4pp | 68.1%+23.3pp |
| Annual return | -2.16% | 2.03%-4.2pp | -70.31%+68.2pp | 4.54%-6.7pp |
| Employer contribution / active EE | $1,398 | $1,351+3.5% | $2,322-39.8% | $1,882-25.7% |
| Participant deferral / active EE | $896 | $2,254-60.2% | $2,953-69.7% | $3,022-70.3% |
| Admin fee / account holder | $83 | $387-78.5% | $5,893-98.6% | $592-85.9% |