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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,902 | $58,292-11.0% | $86,640-40.1% | $71,511-27.4% |
| Participation rate | 63.9% | 65.0%-1.2pp | 71.7%-7.8pp | 67.9%-4.1pp |
| Annual return | 8.07% | 21.63%-13.6pp | 592.52%-584.4pp | 28.86%-20.8pp |
| Employer contribution / active EE | $1,205 | $2,574-53.2% | $3,024-60.1% | $2,589-53.4% |
| Participant deferral / active EE | $4,680 | $3,438+36.1% | $4,438+5.4% | $4,291+9.1% |
| Admin fee / account holder | $717 | $1,057-32.2% | $5,616-87.2% | $1,588-54.9% |