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 LLP3 years Service code 10 · EIN 91-0189318 | Accounting | $87,594 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Direct payment from the plan; Investm... | $22,560 |
HANSON BRIDGETT LLP1 year Filed as: HANSON BRIDGETT Service code 29 · EIN 94-0382330 | Legal | $6,676 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,936 | $55,423-60.4% | $155,602-85.9% | $74,400-70.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.09% | 269.07%-256.0pp | 64.81%-51.7pp | 1367.51%-1354.4pp |
| Employer contribution / active EE | $6,281 | $2,266+177.2% | $4,675+34.3% | $2,624+139.3% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $164 | $1,744-90.6% | $15,923-99.0% | $1,944-91.5% |