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| Provider | Service type | Compensation |
|---|---|---|
MOORE COLSON2+ years Filed as: MOORE, KARL A. Service code 49 707 S GRADY WAY STE 600 · RENTON, WA 980573227 | Other Services | $29,260 |
BDO USA, LLP2+ years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $19,956 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,137 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,467 | $84,493-11.9% | $125,381-40.6% | $66,938+11.2% |
| Participation rate | 83.7% | 76.4%+7.3pp | 82.4%+1.4pp | 69.8%+13.9pp |
| Annual return | -15.32% | -8.49%-6.8pp | 572.31%-587.6pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,904 | $3,554-46.4% | $4,815-60.5% | $2,545-25.2% |
| Participant deferral / active EE | $7,844 | $6,783+15.6% | $7,448+5.3% | $4,238+85.1% |
| Admin fee / account holder | $152 | $685-77.8% | $10,007-98.5% | $594-74.3% |