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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 265 E. RIVER PARK CIRCLE · FRESNO, CA 93720 | Accounting | $86,508 |
DOWLING AARON INCORPORATED3 years Service code 29 · EIN 94-2502118 8080 N. PALM AVE., THIRD FLOOR · FRESNO, CA 937115730 | Legal | $19,285 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,149 | $63,764+8.4% | $81,930-15.6% | $79,858-13.4% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | -47.73% | 22.66%-70.4pp | 29.49%-77.2pp | 31.71%-79.4pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,107-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,324 | $4,426-70.1% | $5,158-74.3% | $5,306-75.1% |