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| Provider | Service type | Compensation |
|---|---|---|
MONETA GROUP LLC1 year Service code 27 · EIN 20-1903821 | Advisory (Plan) | $32,795 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $18,373 |
BKD, LLP3 years Filed as: BKD CPAS & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $12,600 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $8,320 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,072 | $54,590+134.6% | $81,726+56.7% | $73,497+74.3% |
| Participation rate | 90.3% | 68.3%+22.0pp | 72.0%+18.3pp | 70.7%+19.6pp |
| Annual return | 15.86% | 17.74%-1.9pp | 29.49%-13.6pp | 28.51%-12.7pp |
| Employer contribution / active EE | $2,757 | $1,636+68.6% | $4,311-36.0% | $2,270+21.5% |
| Participant deferral / active EE | $6,204 | $2,759+124.9% | $7,108-12.7% | $3,740+65.9% |
| Admin fee / account holder | $420 | $592-29.1% | $5,160-91.9% | $513-18.2% |