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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $32,997 |
MONETA GROUP LLC2 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $21,553 |
CHARLES SCHWAB & CO., INC.3 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 | $39,548 | $63,768-38.0% | $98,477-59.8% | $79,393-50.2% |
| Participation rate | 83.0% | 69.9%+13.1pp | 73.3%+9.6pp | 70.7%+12.3pp |
| Annual return | 14.38% | 626.18%-611.8pp | 1493.59%-1479.2pp | 116.87%-102.5pp |
| Employer contribution / active EE | $1,022 | $2,558-60.1% | $2,961-65.5% | $2,428-57.9% |
| Participant deferral / active EE | $2,984 | $3,305-9.7% | $4,276-30.2% | $4,046-26.3% |
| Admin fee / account holder | $270 | $516-47.6% | $5,951-95.5% | $627-56.9% |