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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $23,916 |
MONETA GROUP LLC1 year Service code 99 · EIN 20-1903821 | Other Fees | $17,403 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 64 · EIN 62-0951563 | Recordkeeping Fees | $9,728 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,616 | $101,653-46.3% | $147,080-62.9% | $74,459-26.7% |
| Participation rate | 42.3% | 75.6%-33.2pp | 82.2%-39.8pp | 67.2%-24.9pp |
| Annual return | 10.95% | 8754.98%-8744.0pp | 420.17%-409.2pp | 1369.70%-1358.8pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,467 | $7,304-66.2% | $8,066-69.4% | $4,350-43.3% |
| Admin fee / account holder | $306 | $1,752-82.5% | $12,989-97.6% | $1,945-84.3% |