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| Provider | Service type | Compensation |
|---|---|---|
MONETA GROUP LLC1 year Filed as: MONETA GROUP INVESTMENT Service code 27 · EIN 20-1903821 | Advisory (Plan) | $19,362 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,269 |
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 | $68,844 | $42,546+61.8% | $71,796-4.1% | $55,167+24.8% |
| Participation rate | 87.2% | 59.1%+28.1pp | 69.1%+18.1pp | 69.0%+18.2pp |
| Annual return | 7.97% | 12.36%-4.4pp | 78.04%-70.1pp | 169.23%-161.3pp |
| Employer contribution / active EE | $556 | $803-30.8% | $1,924-71.1% | $1,963-71.7% |
| Participant deferral / active EE | $2,594 | $2,064+25.6% | $2,794-7.2% | $3,054-15.1% |
| Admin fee / account holder | $255 | $650-60.7% | $4,815-94.7% | $504-49.4% |