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| Provider | Service type | Compensation |
|---|---|---|
MONETA GROUP LLC6 years Filed as: MONETA GROUP INVESTMENT ADVISORS Service code 27 · EIN 20-1903821 | Advisory (Plan) | $35,289 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,980 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,965 | $154,228-13.8% | $145,433-8.6% | $137,256-3.1% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 15.33% | 74.59%-59.3pp | 66.58%-51.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $449,730 | $4,804+9261.6% | $4,554+9774.4% | $4,156+10721.2% |
| Participant deferral / active EE | $1,082,261 | $8,216+13072.0% | $7,897+13604.1% | $6,407+16792.4% |
| Admin fee / account holder | $1,229 | $14,344-91.4% | $13,129-90.6% | $12,270-90.0% |