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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $6,000 |
Service code 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $3,168 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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.
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 | $21,043 | $43,423-51.5% | $78,676-73.3% | $55,167-61.9% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 5.23% | 11.53%-6.3pp | 62.19%-57.0pp | 169.23%-164.0pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,850-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,517-100.0% | $3,054-100.0% |
| Admin fee / account holder | $31 | $416-92.6% | $4,510-99.3% | $504-93.9% |