Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MONETA GROUP LLC1 year Filed as: MONETA GROUP INVESTMENT ADVISORS Service code 27 · EIN 20-1903821 | Advisory (Plan) | $30,713 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $26,842 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,230 | $73,404+12.0% | $87,104-5.6% | $67,579+21.7% |
| Participation rate | 50.2% | 80.9%-30.7pp | 76.9%-26.7pp | 71.3%-21.1pp |
| Annual return | 5.50% | 48.29%-42.8pp | 28.19%-22.7pp | 378.56%-373.1pp |
| Employer contribution / active EE | $2,176 | $2,014+8.1% | $2,521-13.7% | $2,148+1.3% |
| Participant deferral / active EE | $930 | $3,913-76.2% | $4,048-77.0% | $3,539-73.7% |
| Admin fee / account holder | $360 | $142+154.1% | $7,491-95.2% | $142+152.8% |