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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $63,131 |
MONETA GROUP LLC4 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $31,506 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $18,613 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $8,916 |
CHARLES SCHWAB & CO., INC.5 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 | $60,894 | $47,163+29.1% | $149,696-59.3% | $74,460-18.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 17.89% | 22.75%-4.9pp | 134.46%-116.6pp | 34.38%-16.5pp |
| Employer contribution / active EE | $1,287 | $1,907-32.5% | $4,821-73.3% | $2,638-51.2% |
| Participant deferral / active EE | $8,286 | $2,730+203.5% | $5,682+45.8% | $4,530+82.9% |
| Admin fee / account holder | $226 | $343-34.1% | $13,212-98.3% | $348-35.0% |