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| Provider | Service type | Compensation |
|---|---|---|
MONETA GROUP LLC1+ years Filed as: MONETA GROUP Service code 27 · EIN 20-1903821 | Advisory (Plan) | $18,254 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,520 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,458 | $39,245+49.0% | $64,105-8.8% | $52,331+11.7% |
| Participation rate | 86.6% | 58.2%+28.4pp | 68.2%+18.4pp | 68.1%+18.5pp |
| Annual return | 1.14% | 14.79%-13.6pp | 791.24%-790.1pp | 4.54%-3.4pp |
| Employer contribution / active EE | $542 | $736-26.3% | $1,820-70.2% | $1,882-71.2% |
| Participant deferral / active EE | $2,399 | $1,992+20.5% | $2,822-15.0% | $3,022-20.6% |
| Admin fee / account holder | $250 | $592-57.8% | $4,499-94.4% | $592-57.7% |