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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $28,536 |
MONETA GROUP LLC1 year Service code 27 · EIN 20-1903821 | Advisory (Plan) | $18,425 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,210 | $66,124-42.2% | $90,461-57.8% | $73,497-48.0% |
| Participation rate | 76.6% | 69.7%+7.0pp | 72.7%+3.9pp | 70.7%+6.0pp |
| Annual return | 18.09% | 17.65%+0.4pp | 1294.76%-1276.7pp | 28.51%-10.4pp |
| Employer contribution / active EE | $792 | $2,346-66.3% | $3,264-75.7% | $2,270-65.1% |
| Participant deferral / active EE | $2,499 | $3,039-17.8% | $3,964-37.0% | $3,740-33.2% |
| Admin fee / account holder | $236 | $396-40.4% | $5,617-95.8% | $513-54.0% |