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| Provider | Service type | Compensation |
|---|---|---|
MONETA GROUP LLC2 years Filed as: MONETA GROUP INVESTMENT ADVISORS LL Service code 27 100 S. BRENTWOOD BLVD STE 500 · CLAYTON, MO 63105 | Advisory (Plan) | $20,242 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,725 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,879 | $59,467+2.4% | $93,727-35.0% | $74,478-18.3% |
| Participation rate | 88.1% | 59.6%+28.5pp | 68.7%+19.4pp | 67.2%+20.9pp |
| Annual return | 12.99% | 82.14%-69.1pp | 133.83%-120.8pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $690 | $1,267-45.5% | $2,421-71.5% | $2,626-73.7% |
| Participant deferral / active EE | $3,115 | $3,052+2.1% | $4,417-29.5% | $4,350-28.4% |
| Admin fee / account holder | $218 | $3,028-92.8% | $8,292-97.4% | $1,946-88.8% |