Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MONETA GROUP LLC5 years Filed as: MONETA GROUP INVESTMENT ADVISORS Service code 27 · EIN 20-1903821 | Advisory (Plan) | $54,408 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO, INC. Service code 28 · EIN 94-1737782 | Investment Management | $8,137 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,966 | $122,063+29.4% | $184,256-14.3% | $74,478+112.1% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 10.40% | 19.92%-9.5pp | 28.85%-18.4pp | 1370.56%-1360.2pp |
| Employer contribution / active EE | $13,638 | $4,539+200.5% | $6,427+112.2% | $2,626+419.3% |
| Participant deferral / active EE | $0 | $7,144-100.0% | $9,133-100.0% | $4,350-100.0% |
| Admin fee / account holder | $228 | $1,253-81.8% | $13,899-98.4% | $1,946-88.3% |