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 LLC1+ years Filed as: MONETA GROUP INVESTMENT ADV Service code 27 · EIN 20-1903821 | Advisory (Plan) | $37,041 |
CHARLES SCHWAB & CO., INC.1+ years Service code 22 · EIN 94-1737782 | Insurance Broker | $34,174 |
AMERICAN FUNDS1+ years Filed as: OPUS CAPITAL GROUP LLC Service code 27 · EIN 20-4857214 | Advisory (Plan) | $7,583 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,113 | $70,667+92.6% | $123,104+10.6% | $52,331+160.1% |
| Participation rate | 90.2% | 83.7%+6.5pp | 86.8%+3.4pp | 68.1%+22.1pp |
| Annual return | -0.58% | 6.23%-6.8pp | 13.22%-13.8pp | 4.54%-5.1pp |
| Employer contribution / active EE | $10,647 | $2,946+261.4% | $5,151+106.7% | $1,882+465.8% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,230-100.0% | $3,022-100.0% |
| Admin fee / account holder | $312 | $506-38.5% | $9,015-96.5% | $592-47.3% |