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| Provider | Service type | Compensation |
|---|---|---|
MONETA GROUP LLC1 year Filed as: MONETA GROUP INVESTMENT ADVISORS LL Service code 27 100 S. BRENTWOOD BLVD STE 500 · CLAYTON, MO 63105 | Advisory (Plan) | $16,233 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,460 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,911 | $54,717-23.4% | $86,216-51.4% | $71,511-41.4% |
| Participation rate | 89.6% | 60.1%+29.5pp | 69.0%+20.7pp | 67.9%+21.7pp |
| Annual return | 16.01% | 20.07%-4.1pp | 1169.42%-1153.4pp | 28.86%-12.8pp |
| Employer contribution / active EE | $700 | $1,267-44.8% | $2,382-70.6% | $2,589-73.0% |
| Participant deferral / active EE | $3,148 | $3,110+1.2% | $3,986-21.0% | $4,291-26.6% |
| Admin fee / account holder | $124 | $1,922-93.5% | $6,853-98.2% | $1,588-92.2% |