Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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; Distribution (... | $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 | $61,405-68.8% | $149,740-87.2% | $71,535-73.2% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 11.53% | 35.88%-24.3pp | 134.51%-123.0pp | 28.97%-17.4pp |
| Employer contribution / active EE | $8,961 | $2,384+275.8% | $4,821+85.9% | $2,590+246.0% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $5,683-100.0% | $4,292-100.0% |
| Admin fee / account holder | $71 | $1,264-94.4% | $13,222-99.5% | $1,589-95.5% |