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 | $86,922-9.9% | $102,438-23.5% | $80,874-3.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 15.16% | 18.90%-3.7pp | 29.37%-14.2pp | 35.62%-20.5pp |
| Employer contribution / active EE | $3,079 | $2,369+29.9% | $3,024+1.8% | $2,756+11.7% |
| Participant deferral / active EE | $5,103 | $4,119+23.9% | $5,054+1.0% | $4,297+18.8% |
| Admin fee / account holder | $359 | $8,050-95.5% | $9,448-96.2% | $6,935-94.8% |