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| Provider | Service type | Compensation |
|---|---|---|
MONETA GROUP LLC1 year Filed as: MONETA GROUP, LLC Service code 10 · EIN 20-1903821 | Accounting | $36,158 |
Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $33,641 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $125,417 | $71,192+76.2% | $117,861+6.4% | $62,293+101.3% |
| Participation rate | 82.6% | 74.2%+8.3pp | 79.7%+2.9pp | 69.5%+13.0pp |
| Annual return | 17.93% | 18.66%-0.7pp | 335.11%-317.2pp | 28.90%-11.0pp |
| Employer contribution / active EE | $4,385 | $1,934+126.7% | $3,786+15.8% | $2,042+114.7% |
| Participant deferral / active EE | $6,823 | $3,189+114.0% | $4,482+52.2% | $3,169+115.3% |
| Admin fee / account holder | $533 | $587-9.3% | $8,021-93.4% | $479+11.2% |