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| Provider | Service type | Compensation |
|---|---|---|
MONETA GROUP LLC2+ years Filed as: MONETA GROUP Service code 27 100 SOUTH BRENTWOOD BLVD · CLAYTON, MO 63105 | Advisory (Plan) | $33,348 |
BMO HARRIS BANK NA2+ years Service code 19 · EIN 36-2085229 11270 WEST PARK PLACE · MILWAUKEE, WI 532243625 | Securities Custodian | $8,126 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $7,968-100.0% | $144,462-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 11.7%-11.7pp | 11.3%-11.3pp |
| Annual return | 7.54% | 11.14%-3.6pp | 16.78%-9.2pp | 10.41%-2.9pp |
| Employer contribution / active EE | $3,571 | $14,043-74.6% | $26,328-86.4% | $14,691-75.7% |
| Participant deferral / active EE | $0 | $91-100.0% | $97-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $20,893-100.0% | $2,646-100.0% |