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| Provider | Service type | Compensation |
|---|---|---|
MONETA GROUP LLC5 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $23,666 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $5,071 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,833 | $55,470+16.9% | $155,556-58.3% | $74,478-13.0% |
| Participation rate | 36.1% | 61.9%-25.8pp | 78.2%-42.1pp | 67.2%-31.1pp |
| Annual return | 13.50% | 269.80%-256.3pp | 64.84%-51.3pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $1,129 | $2,267-50.2% | $4,675-75.9% | $2,626-57.0% |
| Participant deferral / active EE | $2,017 | $2,838-28.9% | $5,631-64.2% | $4,350-53.6% |
| Admin fee / account holder | $232 | $1,744-86.7% | $15,885-98.5% | $1,946-88.1% |