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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP4 years Service code 10 · EIN 91-0189318 | Accounting | $31,930 |
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Finders' ... | $29,101 |
HANSON BRIDGETT LLP2 years Filed as: HANSON BRIDGETT Service code 29 · EIN 94-0382330 | Legal | $15,631 |
ERNST & YOUNG LLP1 year Service code 16 · EIN 33-6565596 | Consulting | $5,900 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,221 | $41,016-36.1% | $152,093-82.8% | $64,097-59.1% |
| Participation rate | 100.0% | 51.3%+48.7pp | 77.8%+22.2pp | 55.2%+44.8pp |
| Annual return | 12.48% | 39.60%-27.1pp | 66.36%-53.9pp | 34.64%-22.2pp |
| Employer contribution / active EE | $8,687 | $1,342+547.2% | $4,175+108.1% | $1,891+359.3% |
| Participant deferral / active EE | $0 | $1,927-100.0% | $5,451-100.0% | $3,080-100.0% |
| Admin fee / account holder | $120 | $2,305-94.8% | $14,497-99.2% | $3,454-96.5% |