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| 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; Finders... | $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 | $55,470-60.5% | $155,556-85.9% | $74,478-70.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.09% | 269.80%-256.7pp | 64.84%-51.7pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $6,281 | $2,267+177.1% | $4,675+34.3% | $2,626+139.1% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,631-100.0% | $4,350-100.0% |
| Admin fee / account holder | $164 | $1,744-90.6% | $15,885-99.0% | $1,946-91.6% |