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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,355 |
LEWIS RICE LLC1 year Filed as: LEWIS & KNOPF, CPAS Service code 10 · EIN 38-3205662 | Accounting | $23,900 |
STIFEL NICOLAUS & CO INC3 years Service code 27 · EIN 43-0538770 | Advisory (Plan) | $14,269 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,902 | $58,264-10.9% | $86,612-40.1% | $71,457-27.4% |
| Participation rate | 63.9% | 65.0%-1.1pp | 71.7%-7.8pp | 67.9%-4.1pp |
| Annual return | 8.07% | 21.63%-13.6pp | 591.07%-583.0pp | 28.85%-20.8pp |
| Employer contribution / active EE | $1,205 | $2,574-53.2% | $3,022-60.1% | $2,588-53.4% |
| Participant deferral / active EE | $4,680 | $3,436+36.2% | $4,438+5.5% | $4,289+9.1% |
| Admin fee / account holder | $717 | $1,057-32.2% | $5,614-87.2% | $1,587-54.9% |