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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP2+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $14,700 |
Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,923 | $60,165+31.2% | $74,184+6.4% | $55,167+43.1% |
| Participation rate | 67.2% | 74.2%-6.9pp | 76.6%-9.4pp | 69.0%-1.7pp |
| Annual return | 8.21% | 10.00%-1.8pp | 17.74%-9.5pp | 169.23%-161.0pp |
| Employer contribution / active EE | $1,861 | $1,600+16.3% | $2,370-21.5% | $1,963-5.2% |
| Participant deferral / active EE | $6,338 | $2,973+113.2% | $3,550+78.5% | $3,054+107.5% |
| Admin fee / account holder | $74 | $419-82.3% | $5,586-98.7% | $504-85.3% |