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| Provider | Service type | Compensation |
|---|---|---|
MONETA GROUP LLC2 years Filed as: MONETA GROUP, LLC Service code 10 · EIN 20-1903821 | Accounting | $42,350 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $33,575 |
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 | $99,962 | $66,302+50.8% | $110,243-9.3% | $56,289+77.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | -3.53% | -1.18%-2.4pp | 314.76%-318.3pp | -9.96%+6.4pp |
| Employer contribution / active EE | $4,712 | $2,047+130.2% | $3,827+23.1% | $2,111+123.2% |
| Participant deferral / active EE | $7,193 | $3,381+112.7% | $4,672+54.0% | $3,350+114.7% |
| Admin fee / account holder | $431 | $698-38.2% | $8,548-95.0% | $521-17.2% |