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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $42,219 |
MONETA GROUP LLC1 year Service code 27 · EIN 20-1903821 | Advisory (Plan) | $22,942 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $14,224 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $7,886 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,476 | $58,895+24.8% | $178,503-58.8% | $73,4970% |
| Participation rate | 98.7% | 66.2%+32.5pp | 81.9%+16.8pp | 70.7%+28.0pp |
| Annual return | 15.07% | 24.86%-9.8pp | 151.12%-136.0pp | 28.51%-13.4pp |
| Employer contribution / active EE | $2,862 | $2,236+28.0% | $5,011-42.9% | $2,270+26.1% |
| Participant deferral / active EE | $7,967 | $2,567+210.4% | $5,202+53.2% | $3,740+113.0% |
| Admin fee / account holder | $279 | $400-30.4% | $13,987-98.0% | $513-45.7% |