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| Provider | Service type | Compensation |
|---|---|---|
MONETA GROUP LLC3 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $20,538 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $3,295 |
CHARLES SCHWAB & CO., INC.4 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 | $43,559 | $65,092-33.1% | $143,799-69.7% | $66,938-34.9% |
| Participation rate | 44.5% | 65.2%-20.7pp | 80.3%-35.8pp | 69.8%-25.3pp |
| Annual return | -16.72% | -11.14%-5.6pp | -0.04%-16.7pp | 1.58%-18.3pp |
| Employer contribution / active EE | $1,074 | $2,362-54.5% | $4,952-78.3% | $2,545-57.8% |
| Participant deferral / active EE | $1,755 | $2,920-39.9% | $5,638-68.9% | $4,238-58.6% |
| Admin fee / account holder | $191 | $502-62.0% | $14,677-98.7% | $594-67.8% |