Filed October 18, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MONETA GROUP LLC3 years Filed as: MONETA GROUP, LLC Service code 15 · EIN 20-1903821 | Recordkeeping | $29,274 |
Service code 26 · EIN 16-1450952 | Advisory (Participants) | $27,616 |
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 | $59,555 | $59,186+0.6% | $76,768-22.4% | $56,287+5.8% |
| Participation rate | 83.0% | 75.2%+7.8pp | 77.0%+6.0pp | 69.9%+13.1pp |
| Annual return | -3.89% | 6.62%-10.5pp | 2.43%-6.3pp | -9.96%+6.1pp |
| Employer contribution / active EE | $1,042 | $1,759-40.7% | $2,485-58.1% | $2,111-50.6% |
| Participant deferral / active EE | $5,463 | $3,255+67.8% | $3,852+41.8% | $3,350+63.1% |
| Admin fee / account holder | $392 | $489-19.8% | $6,675-94.1% | $521-24.7% |