Filed December 30, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PLANCORP, LLC2 years Service code 27 · EIN 27-2717447 540 MARYVILLE CENTRE DR, SUITE 105 · ST. LOUIS, MO 63141 | Advisory (Plan) | $49,749 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 64 · EIN 45-0404698 | Recordkeeping Fees | $24,063 |
Filed as: BENEFIT PLANS PLUS Service code 13 · EIN 43-1829594 11701 BORMAN DR. STE 300 · ST. LOUIS, MA 63146 | Contract Administrator | $7,175 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,317 | $86,949-9.9% | $102,460-23.6% | $80,959-3.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 15.16% | 18.89%-3.7pp | 29.47%-14.3pp | 35.67%-20.5pp |
| Employer contribution / active EE | $3,079 | $2,370+29.9% | $3,025+1.8% | $2,757+11.7% |
| Participant deferral / active EE | $5,103 | $4,121+23.8% | $5,056+0.9% | $4,300+18.7% |
| Admin fee / account holder | $359 | $8,048-95.5% | $9,460-96.2% | $6,925-94.8% |