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| Provider | Service type | Compensation |
|---|---|---|
MONETA GROUP LLC1 year Filed as: MONETA GROUP INVESTMENT ADVISORS Service code 27 · EIN 20-1903821 | Advisory (Plan) | $43,605 |
Service code 37 · EIN 04-2647786 | Loan Processing | $40,111 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,408 | $99,201-8.9% | $96,544-6.4% | $74,473+21.4% |
| Participation rate | 96.3% | 80.7%+15.6pp | 76.0%+20.3pp | 70.7%+25.5pp |
| Annual return | 16.73% | 22.40%-5.7pp | 25.88%-9.2pp | 34.36%-17.6pp |
| Employer contribution / active EE | $2,256 | $2,570-12.2% | $2,966-23.9% | $2,638-14.5% |
| Participant deferral / active EE | $6,923 | $4,938+40.2% | $4,851+42.7% | $4,530+52.8% |
| Admin fee / account holder | $251 | $225+11.5% | $8,254-97.0% | $347-27.8% |