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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $29,649 |
MONETA GROUP LLC2 years Filed as: MONETA GROUP INVESTMENT ADVISORS Service code 27 · EIN 20-1903821 | Advisory (Plan) | $28,681 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,003 | $79,519-1.9% | $95,952-18.7% | $73,409+6.3% |
| Participation rate | 61.7% | 81.2%-19.5pp | 77.1%-15.4pp | 72.2%-10.5pp |
| Annual return | -1.01% | 19.20%-20.2pp | 91.61%-92.6pp | 59.29%-60.3pp |
| Employer contribution / active EE | $2,572 | $2,048+25.6% | $2,541+1.2% | $2,234+15.1% |
| Participant deferral / active EE | $1,374 | $4,138-66.8% | $4,167-67.0% | $3,805-63.9% |
| Admin fee / account holder | $347 | $184+88.4% | $6,795-94.9% | $158+119.9% |