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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP1 year Filed as: MOSS ADAM Service code 10 · EIN 91-0189318 | Accounting | $31,498 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,188 |
Filed as: DESCHUTES INVESTMENT CONSULTING LL Service code 27 · EIN 27-3525757 | Advisory (Plan) | $18,863 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,368 | $62,686-40.4% | $178,505-79.1% | $77,762-51.9% |
| Participation rate | 30.9% | 66.9%-36.0pp | 77.1%-46.2pp | 70.6%-39.7pp |
| Annual return | 14.43% | 16.16%-1.7pp | 27.16%-12.7pp | 31.27%-16.8pp |
| Employer contribution / active EE | $407 | $1,914-78.7% | $3,955-89.7% | $2,728-85.1% |
| Participant deferral / active EE | $1,705 | $4,224-59.6% | $6,280-72.9% | $4,651-63.3% |
| Admin fee / account holder | $408 | $386+5.6% | $10,428-96.1% | $433-5.8% |