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 LLC2+ years Filed as: MONETA GROUP INVESTMENT ADV Service code 27 · EIN 20-1903821 | Advisory (Plan) | $38,373 |
CHARLES SCHWAB & CO., INC.2+ years Service code 22 · EIN 94-1737782 | Insurance Broker | $37,734 |
AMERICAN FUNDS2+ years Filed as: OPUS CAPITAL GROUP LLC Service code 27 · EIN 20-4857214 | Advisory (Plan) | $7,959 |
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 | $138,590 | $74,089+87.1% | $133,975+3.4% | $55,167+151.2% |
| Participation rate | 83.2% | 84.3%-1.1pp | 87.1%-3.9pp | 69.0%+14.2pp |
| Annual return | 5.01% | 12.11%-7.1pp | 29.29%-24.3pp | 169.23%-164.2pp |
| Employer contribution / active EE | $11,068 | $3,064+261.3% | $5,211+112.4% | $1,963+463.9% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $297 | $458-35.1% | $9,324-96.8% | $504-41.0% |