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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP4+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $30,985 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $9,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,593 | $56,503-47.6% | $69,884-57.7% | $64,819-54.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 70.5%+29.5pp | 71.5%+28.5pp |
| Annual return | 22.48% | -13.44%+35.9pp | 190.81%-168.3pp | 32.84%-10.4pp |
| Employer contribution / active EE | $2,106 | $2,046+2.9% | $2,560-17.7% | $2,507-16.0% |
| Participant deferral / active EE | $4,557 | $3,389+34.5% | $3,848+18.4% | $4,311+5.7% |
| Admin fee / account holder | $23 | $160-85.4% | $6,266-99.6% | $188-87.6% |