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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $47,020 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 28 · EIN 41-1416330 | Investment Management | $7,500 |
TIAA1 year Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $1,400 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,549 | $56,511+104.5% | $185,837-37.8% | $86,813+33.1% |
| Participation rate | 96.9% | 65.5%+31.3pp | 81.7%+15.1pp | 72.3%+24.6pp |
| Annual return | 14.74% | 118.12%-103.4pp | 122.08%-107.3pp | 97.93%-83.2pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,168-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $7,574 | $2,554+196.5% | $5,568+36.0% | $4,131+83.3% |
| Admin fee / account holder | $58 | $150-60.9% | $16,241-99.6% | $170-65.5% |