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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 | $96,782-9.9% | $140,514-38.0% | $69,255+25.9% |
| Participation rate | 53.6% | 81.0%-27.4pp | 77.8%-24.2pp | 69.0%-15.4pp |
| Annual return | 10.30% | 11.56%-1.3pp | 14.36%-4.1pp | 26.73%-16.4pp |
| Employer contribution / active EE | $2,301 | $3,063-24.9% | $3,378-31.9% | $2,645-13.0% |
| Participant deferral / active EE | $1,960 | $4,233-53.7% | $4,919-60.2% | $2,890-32.2% |
| Admin fee / account holder | $331 | $275+20.3% | $13,697-97.6% | $733-54.9% |