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| Provider | Service type | Compensation |
|---|---|---|
MONETA GROUP LLC1 year Service code 27 · EIN 20-1903821 | Advisory (Plan) | $33,770 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $25,654 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,111 | $99,168-5.1% | $96,534-2.5% | $74,460+26.4% |
| Participation rate | 72.8% | 80.7%-7.8pp | 76.0%-3.2pp | 70.7%+2.1pp |
| Annual return | 134.23% | 22.40%+111.8pp | 25.88%+108.3pp | 34.38%+99.9pp |
| Employer contribution / active EE | $892 | $2,570-65.3% | $2,965-69.9% | $2,638-66.2% |
| Participant deferral / active EE | $3,235 | $4,936-34.5% | $4,851-33.3% | $4,530-28.6% |
| Admin fee / account holder | $242 | $225+7.4% | $8,253-97.1% | $348-30.5% |