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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $61,539 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $16,813 |
MONETA GROUP LLC2 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $15,220 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $9,861 |
CHARLES SCHWAB & CO., INC.3 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 | $80,218 | $56,511+42.0% | $185,837-56.8% | $86,813-7.6% |
| Participation rate | 96.4% | 65.5%+30.9pp | 81.7%+14.7pp | 72.3%+24.1pp |
| Annual return | 14.49% | 118.12%-103.6pp | 122.08%-107.6pp | 97.93%-83.4pp |
| Employer contribution / active EE | $2,691 | $1,844+46.0% | $5,168-47.9% | $2,406+11.9% |
| Participant deferral / active EE | $8,254 | $2,554+223.1% | $5,568+48.2% | $4,131+99.8% |
| Admin fee / account holder | $289 | $150+93.0% | $16,241-98.2% | $170+70.3% |