Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MONETA GROUP LLC1+ years Filed as: MONETA GROUP, LLC Service code 27 · EIN 20-1903821 | Advisory (Plan) | $18,703 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $16,724 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,061 | $65,376-58.6% | $87,102-68.9% | $65,185-58.5% |
| Participation rate | 60.2% | 75.3%-15.2pp | 76.9%-16.7pp | 70.2%-10.0pp |
| Annual return | 0.00% | 31.27%-31.3pp | 28.19%-28.2pp | 29.38%-29.4pp |
| Employer contribution / active EE | $1,315 | $1,822-27.8% | $2,521-47.8% | $2,177-39.6% |
| Participant deferral / active EE | $2,236 | $3,388-34.0% | $4,048-44.8% | $3,514-36.4% |
| Admin fee / account holder | $235 | $520-54.9% | $7,491-96.9% | $847-72.3% |