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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP8+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $26,250 |
MILLIMAN, INC.8+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $20,695 |
PACIFIC PORTFOLIO CONSULTING8+ years Service code 27 · EIN 20-4049073 | Advisory (Plan) | $15,348 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $9,085 |
CHARLES SCHWAB & CO., INC.8+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,136 | $64,871+179.2% | $129,110+40.3% | $66,914+170.7% |
| Participation rate | 85.2% | 74.0%+11.3pp | 77.3%+8.0pp | 69.8%+15.4pp |
| Annual return | -14.67% | -12.21%-2.5pp | -10.94%-3.7pp | 1.58%-16.3pp |
| Employer contribution / active EE | $2,565 | $3,741-31.4% | $5,052-49.2% | $2,544+0.8% |
| Participant deferral / active EE | $6,601 | $5,090+29.7% | $6,542+0.9% | $4,237+55.8% |
| Admin fee / account holder | $585 | $629-7.0% | $14,302-95.9% | $593-1.4% |