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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP5+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $63,976 |
Service code 12 · EIN 13-3689044 | Participant loan processing; Sharehol... | $50,606 |
Filed as: PRIME PENSIONS NORTHWEST LLC Service code 15 · EIN 87-3599091 | Recordkeeping | $27,362 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $31,255 | $69,823-55.2% | $76,872-59.3% | $74,460-58.0% |
| Participation rate | 100.0% | 70.0%+30.0pp | 69.6%+30.4pp | 70.7%+29.3pp |
| Annual return | 11.39% | 19.99%-8.6pp | 37.90%-26.5pp | 34.38%-23.0pp |
| Employer contribution / active EE | $2,180 | $2,148+1.5% | $2,533-14.0% | $2,638-17.4% |
| Participant deferral / active EE | $4,734 | $3,558+33.1% | $3,832+23.5% | $4,530+4.5% |
| Admin fee / account holder | $77 | $398-80.6% | $5,476-98.6% | $348-77.9% |