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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $38,327 |
MONETA GROUP LLC7 years Filed as: MONETA GROUP INVESTMENT ADVISORS Service code 27 · EIN 20-1903821 | Advisory (Plan) | $35,112 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $87,172 | $100,061-12.9% | $120,344-27.6% | $64,728+34.7% |
| Participation rate | 53.6% | 79.8%-26.2pp | 76.7%-23.1pp | 57.9%-4.3pp |
| Annual return | 10.30% | 16.53%-6.2pp | 20.30%-10.0pp | 49.38%-39.1pp |
| Employer contribution / active EE | $2,301 | $3,112-26.1% | $3,020-23.8% | $2,243+2.6% |
| Participant deferral / active EE | $1,960 | $4,955-60.4% | $5,135-61.8% | $2,729-28.2% |
| Admin fee / account holder | $331 | $428-22.8% | $12,742-97.4% | $1,145-71.1% |