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 | Recordkeeping fees; Recordkeeping and... | $245,756 |
MONETA GROUP LLC8+ years Filed as: MONETA GROUP INVESTMENT ADVISORS Service code 29 · EIN 20-1903821 | Legal | $50,000 |
ARMANINO LLP1 year Service code 10 · EIN 94-6214841 | Accounting | $18,000 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $82,733 | $95,388-13.3% | $125,401-34.0% | $77,906+6.2% |
| Participation rate | 80.5% | 78.6%+1.9pp | 82.4%-1.9pp | 73.7%+6.8pp |
| Annual return | -22.02% | 116.19%-138.2pp | 572.53%-594.6pp | 12.16%-34.2pp |
| Employer contribution / active EE | $2,937 | $3,666-19.9% | $4,816-39.0% | $2,846+3.2% |
| Participant deferral / active EE | $10,668 | $7,711+38.3% | $7,448+43.2% | $4,805+122.0% |
| Admin fee / account holder | $87 | $119-26.5% | $10,008-99.1% | $133-34.1% |