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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP2+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-1301672 | Accounting | $15,000 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,250 |
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 | $19,485 | $89,739-78.3% | $149,721-87.0% | $62,293-68.7% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 11.81% | 21.01%-9.2pp | 1501.67%-1489.9pp | 28.90%-17.1pp |
| Employer contribution / active EE | $4,214 | $3,233+30.3% | $5,444-22.6% | $2,042+106.3% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,568-100.0% | $3,169-100.0% |
| Admin fee / account holder | $43 | $551-92.2% | $11,282-99.6% | $479-91.0% |