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| Provider | Service type | Compensation |
|---|---|---|
MONETA GROUP LLC1 year Filed as: MONETA GROUP Service code 27 · EIN 20-1903821 | Advisory (Plan) | $102,129 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,982-100.0% | $227,282-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 24.0%-24.0pp | 35.4%-35.4pp | 8.4%-8.4pp |
| Annual return | 3.61% | 9.11%-5.5pp | 10.75%-7.1pp | 18.35%-14.7pp |
| Employer contribution / active EE | $11,425 | $16,122-29.1% | $35,170-67.5% | $14,669-22.1% |
| Participant deferral / active EE | $0 | $43-100.0% | $82-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $3,192-100.0% | $4,611-100.0% | $9,141-100.0% |