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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP4+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $16,700 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Sales l... | $14,476 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,127 | $62,941-80.7% | $172,757-93.0% | $67,584-82.1% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 4.36% | 30.36%-26.0pp | 803.06%-798.7pp | 378.59%-374.2pp |
| Employer contribution / active EE | $3,816 | $1,636+133.2% | $5,144-25.8% | $2,148+77.6% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,540-100.0% |
| Admin fee / account holder | $62 | $167-63.1% | $13,956-99.6% | $142-56.8% |