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| Provider | Service type | Compensation |
|---|---|---|
MONETA GROUP LLC3+ years Service code 27 · EIN 20-1903821 100 SOUTH BRENTWOOD SUITE 500 · CLAYTON, MO 63105 | Advisory (Plan) | $90,794 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB Service code 28 · EIN 94-1737782 | Investment Management | $28,765 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $100,803 | $69,305+45.4% | $82,312+22.5% | $69,631+44.8% |
| Participation rate | 97.9% | 80.3%+17.6pp | 76.9%+21.0pp | 70.7%+27.2pp |
| Annual return | 10.51% | 21.47%-11.0pp | 25.88%-15.4pp | 27571.02%-27560.5pp |
| Employer contribution / active EE | $6,747 | $1,887+257.7% | $2,428+177.9% | $2,032+232.0% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $328 | $97+237.1% | $5,608-94.2% | $110+196.7% |