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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 | $106,264+67.0% | $147,117+20.7% | $77,762+128.3% |
| Participation rate | 97.2% | 78.4%+18.8pp | 82.2%+15.1pp | 70.6%+26.7pp |
| Annual return | 14.06% | 56.94%-42.9pp | 420.54%-406.5pp | 31.27%-17.2pp |
| Employer contribution / active EE | $965 | $4,074-76.3% | $4,932-80.4% | $2,728-64.6% |
| Participant deferral / active EE | $11,332 | $8,003+41.6% | $8,065+40.5% | $4,651+143.6% |
| Admin fee / account holder | $49 | $334-85.4% | $12,993-99.6% | $433-88.7% |