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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $319,154 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $25,925 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,078 | $107,415-48.7% | $135,998-59.5% | $80,187-31.3% |
| Participation rate | 95.6% | 78.0%+17.5pp | 81.9%+13.6pp | 72.9%+22.6pp |
| Annual return | 29.11% | 91.99%-62.9pp | 68.37%-39.3pp | 40.40%-11.3pp |
| Employer contribution / active EE | $1,870 | $3,878-51.8% | $4,860-61.5% | $2,980-37.2% |
| Participant deferral / active EE | $6,503 | $8,189-20.6% | $7,761-16.2% | $5,016+29.6% |
| Admin fee / account holder | $66 | $127-48.0% | $10,769-99.4% | $145-54.4% |