Filed October 18, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MONETA GROUP LLC2 years Filed as: MONETA GROUP, LLC Service code 15 · EIN 20-1903821 | Recordkeeping | $21,557 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 26 · EIN 43-1904010 | Advisory (Participants) | $19,634 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,641 | $64,909-8.1% | $82,312-27.5% | $62,293-4.3% |
| Participation rate | 80.9% | 74.9%+6.0pp | 76.9%+4.0pp | 69.5%+11.4pp |
| Annual return | 13.95% | 21.18%-7.2pp | 25.88%-11.9pp | 28.90%-14.9pp |
| Employer contribution / active EE | $852 | $1,676-49.2% | $2,428-64.9% | $2,042-58.3% |
| Participant deferral / active EE | $4,110 | $3,103+32.4% | $3,706+10.9% | $3,169+29.7% |
| Admin fee / account holder | $350 | $440-20.3% | $5,608-93.8% | $479-26.9% |