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| Provider | Service type | Compensation |
|---|---|---|
MONETA GROUP LLC2+ years Service code 27 · EIN 20-1903821 100 SOUTH BRENTWOOD SUITE 500 · CLAYTON, MO 63105 | Advisory (Plan) | $87,345 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB Service code 28 · EIN 94-1737782 | Investment Management | $24,973 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,894 | $63,905+53.2% | $74,184+32.0% | $57,658+69.8% |
| Participation rate | 99.2% | 79.8%+19.4pp | 76.6%+22.5pp | 70.2%+28.9pp |
| Annual return | 5.27% | 60.60%-55.3pp | 17.74%-12.5pp | 5.13%+0.1pp |
| Employer contribution / active EE | $6,388 | $1,840+247.1% | $2,370+169.5% | $1,974+223.7% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $295 | $91+223.9% | $5,586-94.7% | $95+212.0% |