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| Provider | Service type | Compensation |
|---|---|---|
MOORE COLSON4+ years Filed as: MOORE, KARL A. Service code 49 440 OLD STAGE WAY · YAKIMA, WA 989089629 | Other Services | $30,949 |
BDO USA, LLP4+ years Filed as: BDO Service code 10 · EIN 15-5381590 | Accounting | $27,300 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,834 |
Service code 49 · EIN 74-2794194 | Other Services | $9,233 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,345 | $101,499-9.0% | $147,005-37.2% | $74,546+23.9% |
| Participation rate | 89.8% | 75.5%+14.2pp | 82.2%+7.6pp | 67.2%+22.5pp |
| Annual return | 13.45% | 8732.34%-8718.9pp | 418.76%-405.3pp | 1366.03%-1352.6pp |
| Employer contribution / active EE | $1,581 | $3,811-58.5% | $4,934-68.0% | $2,624-39.8% |
| Participant deferral / active EE | $9,323 | $7,304+27.6% | $8,070+15.5% | $4,347+114.4% |
| Admin fee / account holder | $190 | $1,748-89.1% | $13,006-98.5% | $1,944-90.2% |