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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $27,305 |
MONETA GROUP LLC4 years Filed as: MONETA GROUP INVESTMENT ADVISORS Service code 27 · EIN 20-1903821 | Advisory (Plan) | $21,966 |
BKD, LLP4 years Filed as: BKD CPAS AND ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $11,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,270 | $56,638-60.7% | $169,385-86.9% | $74,440-70.1% |
| Participation rate | 64.6% | 67.5%-2.9pp | 77.2%-12.5pp | 70.7%-6.1pp |
| Annual return | 16.14% | 24.75%-8.6pp | 405.82%-389.7pp | 34.37%-18.2pp |
| Employer contribution / active EE | $575 | $2,027-71.6% | $4,012-85.7% | $2,638-78.2% |
| Participant deferral / active EE | $1,675 | $4,223-60.3% | $6,221-73.1% | $4,529-63.0% |
| Admin fee / account holder | $194 | $307-36.6% | $9,011-97.8% | $348-44.1% |