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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $61,593 |
MONETA GROUP LLC2 years Filed as: MONETA GROUP, LLC Service code 17 · EIN 20-1903821 | Pension Consulting | $51,182 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $162,450 | $73,102+122.2% | $123,553+31.5% | $56,289+188.6% |
| Participation rate | 88.4% | 74.3%+14.1pp | 82.3%+6.1pp | 69.9%+18.5pp |
| Annual return | -4.25% | 3.01%-7.3pp | 119.21%-123.5pp | -9.96%+5.7pp |
| Employer contribution / active EE | $4,592 | $2,977+54.3% | $4,628-0.8% | $2,111+117.5% |
| Participant deferral / active EE | $5,213 | $5,423-3.9% | $6,426-18.9% | $3,350+55.6% |
| Admin fee / account holder | $610 | $554+10.1% | $9,284-93.4% | $521+17.0% |