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| Provider | Service type | Compensation |
|---|---|---|
MONETA GROUP LLC1 year Service code 27 · EIN 20-1903821 | Advisory (Plan) | $17,518 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $3,418 |
CHARLES SCHWAB & CO., INC.2 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 | $43,955 | $58,895-25.4% | $178,503-75.4% | $73,497-40.2% |
| Participation rate | 38.3% | 66.2%-27.9pp | 81.9%-43.6pp | 70.7%-32.4pp |
| Annual return | 11.41% | 24.86%-13.5pp | 151.12%-139.7pp | 28.51%-17.1pp |
| Employer contribution / active EE | $936 | $2,236-58.1% | $5,011-81.3% | $2,270-58.8% |
| Participant deferral / active EE | $1,508 | $2,567-41.2% | $5,202-71.0% | $3,740-59.7% |
| Admin fee / account holder | $187 | $400-53.3% | $13,987-98.7% | $513-63.6% |