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| Provider | Service type | Compensation |
|---|---|---|
MONETA GROUP LLC1 year Service code 27 · EIN 20-1903821 | Advisory (Plan) | $36,875 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $10,199 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $7,805 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,898 | $106,230-38.0% | $147,080-55.2% | $77,736-15.2% |
| Participation rate | 88.2% | 78.4%+9.8pp | 82.2%+6.0pp | 70.6%+17.6pp |
| Annual return | 204.52% | 56.91%+147.6pp | 420.17%-215.7pp | 31.26%+173.3pp |
| Employer contribution / active EE | $2,754 | $4,072-32.4% | $4,933-44.2% | $2,728+1.0% |
| Participant deferral / active EE | $6,312 | $8,001-21.1% | $8,066-21.7% | $4,651+35.7% |
| Admin fee / account holder | $132 | $338-61.0% | $12,989-99.0% | $433-69.6% |