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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $41,139 |
MONETA GROUP LLC5 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $29,738 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $7,356 |
CHARLES SCHWAB & CO., INC.6 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,270 | $47,479+92.2% | $62,929+45.0% | $82,448+10.7% |
| Participation rate | 89.2% | 66.9%+22.3pp | 73.1%+16.0pp | 68.1%+21.1pp |
| Annual return | 10.16% | 20.34%-10.2pp | 1063.93%-1053.8pp | 41.64%-31.5pp |
| Employer contribution / active EE | $3,244 | $1,885+72.1% | $2,505+29.5% | $2,551+27.2% |
| Participant deferral / active EE | $7,615 | $2,870+165.3% | $3,888+95.9% | $4,139+84.0% |
| Admin fee / account holder | $351 | $3,804-90.8% | $5,065-93.1% | $7,234-95.1% |