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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP1+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-1301672 | Accounting | $17,000 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $5,150 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $18,989 | $74,089-74.4% | $133,975-85.8% | $55,167-65.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | -1.01% | 12.11%-13.1pp | 29.29%-30.3pp | 169.23%-170.2pp |
| Employer contribution / active EE | $3,882 | $3,064+26.7% | $5,211-25.5% | $1,963+97.8% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $66 | $458-85.6% | $9,324-99.3% | $504-86.9% |