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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $103,024-15.4% | $112,040-22.2% | $79,634+9.5% |
| Participation rate | 53.6% | 80.6%-26.9pp | 76.5%-22.9pp | 62.5%-8.9pp |
| Annual return | 10.30% | 17.60%-7.3pp | 24.52%-14.2pp | 36.46%-26.2pp |
| Employer contribution / active EE | $2,301 | $3,015-23.7% | $2,954-22.1% | $2,529-9.0% |
| Participant deferral / active EE | $1,960 | $5,233-62.5% | $5,098-61.6% | $3,835-48.9% |
| Admin fee / account holder | $331 | $465-28.9% | $12,098-97.3% | $1,002-67.0% |