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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 | $51,184+78.3% | $66,439+37.4% | $86,983+4.9% |
| Participation rate | 89.2% | 68.5%+20.7pp | 74.5%+14.7pp | 69.5%+19.6pp |
| Annual return | 10.16% | 17.07%-6.9pp | 757.66%-747.5pp | 25.83%-15.7pp |
| Employer contribution / active EE | $3,244 | $2,023+60.4% | $2,637+23.0% | $2,584+25.5% |
| Participant deferral / active EE | $7,615 | $2,927+160.1% | $3,876+96.5% | $4,194+81.6% |
| Admin fee / account holder | $351 | $4,154-91.6% | $6,173-94.3% | $7,856-95.5% |