Filed June 12, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $191,198 |
MONETA GROUP LLC1+ years Filed as: MONETA GROUP INVESTMENT ADVISORS Service code 29 · EIN 20-1903821 | Legal | $50,000 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,135 | $86,791-34.2% | $115,038-50.3% | $59,188-3.5% |
| Participation rate | 72.7% | 72.8%-0.1pp | 81.4%-8.6pp | 69.4%+3.3pp |
| Annual return | 1.29% | 4.44%-3.2pp | 26.14%-24.9pp | 5.51%-4.2pp |
| Employer contribution / active EE | $2,126 | $2,950-27.9% | $4,608-53.9% | $2,098+1.3% |
| Participant deferral / active EE | $7,549 | $5,298+42.5% | $6,026+25.3% | $3,265+131.2% |
| Admin fee / account holder | $122 | $95+28.0% | $8,175-98.5% | $92+31.8% |