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| Provider | Service type | Compensation |
|---|---|---|
MONETA GROUP LLC2 years Filed as: MONETA GROUP INVESTMENT ADVISORS Service code 27 · EIN 20-1903821 | Advisory (Plan) | $19,100 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,244 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,715 | $87,059-14.2% | $105,608-29.3% | $80,925-7.7% |
| Participation rate | 94.5% | 70.4%+24.1pp | 75.3%+19.2pp | 67.7%+26.9pp |
| Annual return | 14.55% | 17.05%-2.5pp | 116.50%-101.9pp | 35.65%-21.1pp |
| Employer contribution / active EE | $1,864 | $2,396-22.2% | $3,167-41.1% | $2,756-32.4% |
| Participant deferral / active EE | $5,747 | $3,986+44.2% | $5,010+14.7% | $4,299+33.7% |
| Admin fee / account holder | $294 | $8,443-96.5% | $11,028-97.3% | $6,940-95.8% |