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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $34,788 |
MONETA GROUP LLC4 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $20,149 |
CHARLES SCHWAB & CO., INC.5 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 | $36,981 | $58,292-36.6% | $86,640-57.3% | $71,511-48.3% |
| Participation rate | 84.7% | 65.0%+19.7pp | 71.7%+13.0pp | 67.9%+16.8pp |
| Annual return | 16.59% | 21.63%-5.0pp | 592.52%-575.9pp | 28.86%-12.3pp |
| Employer contribution / active EE | $1,133 | $2,574-56.0% | $3,024-62.6% | $2,589-56.3% |
| Participant deferral / active EE | $3,283 | $3,438-4.5% | $4,438-26.0% | $4,291-23.5% |
| Admin fee / account holder | $268 | $1,057-74.7% | $5,616-95.2% | $1,588-83.1% |