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| Provider | Service type | Compensation |
|---|---|---|
MONETA GROUP LLC2 years Filed as: MONETA GROUP INVESTMENT ADV Service code 27 · EIN 20-1903821 | Advisory (Plan) | $43,244 |
CHARLES SCHWAB & CO., INC.2 years Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $360,335-100.0% | $436,953-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | - |
| Annual return | -4.01% | 25.06%-29.1pp | -102.04%+98.0pp | - |
| Employer contribution / active EE | $17,373 | $22,783-23.7% | $36,232-52.1% | - |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | - |
| Admin fee / account holder | $0 | $10,090-100.0% | $12,721-100.0% | - |