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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Direct pa... | $24,490 |
MOSS ADAMS LLP1 year Filed as: MOSSADAMS Service code 10 · EIN 91-0189318 | Accounting | $22,260 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,540 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,502 | $260,849-85.6% | $105,736-64.5% | $75,289-50.2% |
| Participation rate | 90.3% | 51.6%+38.8pp | 76.3%+14.0pp | 72.4%+17.9pp |
| Annual return | -4.07% | 10.99%-15.1pp | 6.27%-10.3pp | -0.04%-4.0pp |
| Employer contribution / active EE | $2,123 | $848+150.3% | $3,268-35.0% | $2,405-11.7% |
| Participant deferral / active EE | $5,200 | $1,553+234.8% | $4,080+27.5% | $3,739+39.1% |
| Admin fee / account holder | $23 | $484-95.2% | $6,913-99.7% | $102-77.3% |