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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $53,716 |
MONETA GROUP LLC3 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $29,385 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $16,632 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $11,159 |
CHARLES SCHWAB & CO., INC.4 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 | $59,498 | $46,332+28.4% | $143,797-58.6% | $64,824-8.2% |
| Participation rate | 92.2% | 64.2%+27.9pp | 80.3%+11.9pp | 71.5%+20.7pp |
| Annual return | -14.35% | -10.05%-4.3pp | -0.04%-14.3pp | 32.84%-47.2pp |
| Employer contribution / active EE | $2,213 | $1,911+15.8% | $4,952-55.3% | $2,507-11.7% |
| Participant deferral / active EE | $6,819 | $2,647+157.6% | $5,638+20.9% | $4,311+58.2% |
| Admin fee / account holder | $246 | $154+60.0% | $14,679-98.3% | $188+31.0% |