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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $34,231 |
MONETA GROUP LLC5 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $23,918 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,456 | $60,393-34.7% | $81,820-51.8% | $74,429-47.0% |
| Participation rate | 84.6% | 62.9%+21.7pp | 72.4%+12.2pp | 67.2%+17.4pp |
| Annual return | 13.15% | 16.89%-3.7pp | 777.93%-764.8pp | 1368.38%-1355.2pp |
| Employer contribution / active EE | $1,121 | $2,626-57.3% | $2,915-61.5% | $2,625-57.3% |
| Participant deferral / active EE | $3,190 | $3,397-6.1% | $4,323-26.2% | $4,348-26.6% |
| Admin fee / account holder | $256 | $1,491-82.8% | $7,391-96.5% | $1,944-86.8% |