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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $34,297 |
MONETA GROUP LLC5 years Filed as: MONETA GROUP INVESTMENT ADVISORS Service code 27 · EIN 20-1903821 | Advisory (Plan) | $25,269 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260 | Accounting | $11,750 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,287 | $62,686-62.9% | $178,505-87.0% | $77,762-70.1% |
| Participation rate | 38.3% | 66.9%-28.6pp | 77.1%-38.9pp | 70.6%-32.3pp |
| Annual return | 10.31% | 16.16%-5.9pp | 27.16%-16.8pp | 31.27%-21.0pp |
| Employer contribution / active EE | $337 | $1,914-82.4% | $3,955-91.5% | $2,728-87.6% |
| Participant deferral / active EE | $994 | $4,224-76.5% | $6,280-84.2% | $4,651-78.6% |
| Admin fee / account holder | $206 | $386-46.6% | $10,428-98.0% | $433-52.4% |