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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $27,000 |
Service code 12 · EIN 13-3689044 | Investment management; Direct payment... | $18,867 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,143 | $61,338-68.8% | $149,717-87.2% | $71,495-73.2% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 11.53% | 35.86%-24.3pp | 134.41%-122.9pp | 28.85%-17.3pp |
| Employer contribution / active EE | $8,961 | $2,381+276.3% | $4,820+85.9% | $2,589+246.1% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $71 | $1,263-94.4% | $13,213-99.5% | $1,588-95.5% |