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| Provider | Service type | Compensation |
|---|---|---|
MONETA GROUP LLC3+ years Filed as: MONETA GROUP Service code 27 100 SOUTH BRENTWOOD BLVD · CLAYTON, MO 63105 | Advisory (Plan) | $32,757 |
BMO HARRIS BANK NA3+ years Service code 19 · EIN 36-2085229 11270 WEST PARK PLACE · MILWAUKEE, WI 532243625 | Securities Custodian | $9,018 |
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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 | $48,087-100.0% | $157,466-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 11.9%-11.9pp | 14.6%-14.6pp |
| Annual return | 6.97% | -2.83%+9.8pp | 12.68%-5.7pp | 10.56%-3.6pp |
| Employer contribution / active EE | $4,054 | $11,770-65.6% | $22,860-82.3% | $13,643-70.3% |
| Participant deferral / active EE | $0 | $39-100.0% | $123-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,275-100.0% | $2,825-100.0% | $3,354-100.0% |