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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $47,196 |
MONETA GROUP LLC2 years Filed as: MONETA GROUP INVESTMENT ADVISORS Service code 27 · EIN 20-1903821 | Advisory (Plan) | $23,494 |
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING INC Service code 27 · EIN 84-0854432 | Advisory (Plan) | $8,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,798 | $89,123+10.9% | $102,460-3.6% | $77,762+27.1% |
| Participation rate | 98.2% | 80.9%+17.2pp | 76.5%+21.7pp | 70.6%+27.6pp |
| Annual return | 13.63% | 25.05%-11.4pp | 29.47%-15.8pp | 31.27%-17.6pp |
| Employer contribution / active EE | $2,511 | $2,700-7.0% | $3,025-17.0% | $2,728-7.9% |
| Participant deferral / active EE | $7,057 | $5,148+37.1% | $5,056+39.6% | $4,651+51.7% |
| Admin fee / account holder | $232 | $236-1.5% | $9,460-97.5% | $433-46.3% |