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| Provider | Service type | Compensation |
|---|---|---|
MONETA GROUP LLC1+ years Service code 27 · EIN 20-1903821 100 SOUTH BRENTWOOD SUITE 500 · CLAYTON, MO 63105 | Advisory (Plan) | $85,825 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB Service code 28 · EIN 94-1737782 | Investment Management | $25,723 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,046 | $72,770+22.4% | $67,652+31.6% | $55,191+61.3% |
| Participation rate | 98.9% | 78.8%+20.2pp | 75.7%+23.3pp | 69.2%+29.8pp |
| Annual return | -0.76% | -3.26%+2.5pp | 6625.40%-6626.2pp | 10.78%-11.5pp |
| Employer contribution / active EE | $5,964 | $1,769+237.1% | $2,266+163.2% | $1,899+214.1% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $286 | $79+262.7% | $4,821-94.1% | $91+214.9% |