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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $49,654 |
MONETA GROUP LLC4 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $38,924 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,892 |
CHARLES SCHWAB & CO., INC.5 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,699 | $130,294-16.6% | $170,028-36.1% | $71,495+52.0% |
| Participation rate | 77.9% | 86.2%-8.3pp | 87.0%-9.1pp | 67.9%+10.0pp |
| Annual return | 15.29% | 20.36%-5.1pp | 53.39%-38.1pp | 28.85%-13.6pp |
| Employer contribution / active EE | $2,203 | $4,385-49.7% | $6,788-67.5% | $2,589-14.9% |
| Participant deferral / active EE | $6,444 | $6,928-7.0% | $10,409-38.1% | $4,291+50.2% |
| Admin fee / account holder | $416 | $966-57.0% | $12,820-96.8% | $1,588-73.8% |