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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $44,274 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 28 · EIN 41-1416330 | Investment Management | $30,000 |
TIAA2 years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $2,475 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,403 | $46,332+101.6% | $143,799-35.0% | $64,819+44.1% |
| Participation rate | 97.5% | 64.2%+33.2pp | 80.3%+17.2pp | 71.5%+26.0pp |
| Annual return | -13.85% | -10.05%-3.8pp | -0.04%-13.8pp | 32.84%-46.7pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $7,903 | $2,647+198.5% | $5,638+40.2% | $4,311+83.3% |
| Admin fee / account holder | $74 | $154-51.8% | $14,677-99.5% | $188-60.5% |