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| Provider | Service type | Compensation |
|---|---|---|
MONETA GROUP LLC2 years Filed as: MONETA GROUP Service code 27 · EIN 20-1903821 | Advisory (Plan) | $89,673 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,530-100.0% | $267,477-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 18.1%-18.1pp | 35.5%-35.5pp | 9.9%-9.9pp |
| Annual return | -8.33% | -11.09%+2.8pp | -38.86%+30.5pp | -5.25%-3.1pp |
| Employer contribution / active EE | $10,066 | $16,800-40.1% | $37,752-73.3% | $15,161-33.6% |
| Participant deferral / active EE | $0 | $36-100.0% | $16-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $303-100.0% | $16,942-100.0% | $3,859-100.0% |