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| Provider | Service type | Compensation |
|---|---|---|
MONETA GROUP LLC2 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $20,463 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $5,963 |
CHARLES SCHWAB & CO., INC.3 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 | $51,807 | $61,166-15.3% | $185,837-72.1% | $79,393-34.7% |
| Participation rate | 44.3% | 66.6%-22.4pp | 81.7%-37.4pp | 70.7%-26.4pp |
| Annual return | 14.59% | 19.45%-4.9pp | 122.08%-107.5pp | 116.87%-102.3pp |
| Employer contribution / active EE | $1,105 | $2,321-52.4% | $5,168-78.6% | $2,428-54.5% |
| Participant deferral / active EE | $1,727 | $2,789-38.1% | $5,568-69.0% | $4,046-57.3% |
| Admin fee / account holder | $230 | $710-67.6% | $16,241-98.6% | $627-63.3% |