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| Provider | Service type | Compensation |
|---|---|---|
BFSG LLC1 year Filed as: BFSG, LLC Service code 16 · EIN 20-8161914 | Consulting | $65,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,245 |
MOSS ADAMS LLP4 years Service code 10 · EIN 91-0189318 | Accounting | $23,415 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,231 | $95,438+49.0% | $135,982+4.6% | $74,473+91.0% |
| Participation rate | 96.9% | 78.2%+18.7pp | 81.9%+15.0pp | 70.7%+26.1pp |
| Annual return | 18.38% | 32.61%-14.2pp | 68.32%-49.9pp | 34.36%-16.0pp |
| Employer contribution / active EE | $2,451 | $3,878-36.8% | $4,859-49.6% | $2,638-7.1% |
| Participant deferral / active EE | $11,728 | $7,790+50.5% | $7,760+51.1% | $4,530+158.9% |
| Admin fee / account holder | $101 | $259-60.9% | $10,767-99.1% | $347-70.8% |