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| Provider | Service type | Compensation |
|---|---|---|
MONETA GROUP LLC2 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $16,452 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,394 | $59,584+80.2% | $86,625+24.0% | $79,389+35.3% |
| Participation rate | 99.2% | 67.7%+31.5pp | 71.6%+27.5pp | 70.7%+28.4pp |
| Annual return | 14.89% | 23.15%-8.3pp | 63.52%-48.6pp | 116.89%-102.0pp |
| Employer contribution / active EE | $3,223 | $1,768+82.3% | $2,496+29.1% | $2,428+32.7% |
| Participant deferral / active EE | $7,027 | $3,036+131.4% | $3,700+89.9% | $4,046+73.7% |
| Admin fee / account holder | $247 | $604-59.2% | $5,830-95.8% | $626-60.6% |