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| Provider | Service type | Compensation |
|---|---|---|
BFSG LLC2 years Filed as: BFSG, LLC Service code 16 · EIN 20-8161914 | Consulting | $65,000 |
MOSS ADAMS LLP5 years Service code 10 · EIN 91-0189318 | Accounting | $24,098 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$35,746 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,508 | $106,247+67.1% | $147,096+20.7% | $77,714+128.4% |
| Participation rate | 97.2% | 78.4%+18.9pp | 82.2%+15.1pp | 70.6%+26.7pp |
| Annual return | 14.06% | 56.87%-42.8pp | 419.75%-405.7pp | 31.26%-17.2pp |
| Employer contribution / active EE | $965 | $4,069-76.3% | $4,936-80.5% | $2,727-64.6% |
| Participant deferral / active EE | $11,332 | $7,996+41.7% | $8,071+40.4% | $4,649+143.7% |
| Admin fee / account holder | $49 | $338-85.6% | $13,005-99.6% | $433-88.7% |