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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1433 S. OUTER 40 DRIVE · TOWN AND COUNTRY, MO 63017 | Advisory (Plan) | $15,197 |
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $14,017 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,477 | $35,986-48.7% | $77,513-76.2% | $73,493-74.9% |
| Participation rate | 74.7% | 40.8%+33.9pp | 54.2%+20.5pp | 70.7%+4.0pp |
| Annual return | 23.88% | 19.26%+4.6pp | 54.81%-30.9pp | 28.51%-4.6pp |
| Employer contribution / active EE | $160 | $557-71.2% | $987-83.8% | $2,270-92.9% |
| Participant deferral / active EE | $1,302 | $1,198+8.7% | $1,861-30.0% | $3,740-65.2% |
| Admin fee / account holder | $187 | $466-59.8% | $2,859-93.5% | $513-63.5% |