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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS PLUS, LLC Service code 10 11701 BORMAN DRIVE, SUITE 300 · ST. LOUIS, MO 63146 | Accounting | $55,818 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 17 9900 CLAYTON ROAD · ST. LOUIS, MO 63124 | Pension Consulting | $17,021 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 15 · EIN 82-4555287 | Recordkeeping | $15,626 |
KREHBIEL ASSOCIATES, LLC5 years Service code 10 · EIN 37-1053332 1100 SOUTH MILL STREET · NASHVILLE, IL 62263 | Accounting | $12,600 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,128 | $36,981-67.2% | $69,701-82.6% | $77,671-84.4% |
| Participation rate | 75.0% | 64.2%+10.8pp | 66.4%+8.5pp | 70.6%+4.4pp |
| Annual return | 12.41% | 29.30%-16.9pp | 100.32%-87.9pp | 31.21%-18.8pp |
| Employer contribution / active EE | $966 | $1,267-23.7% | $1,713-43.6% | $2,726-64.6% |
| Participant deferral / active EE | $1,329 | $2,750-51.7% | $2,887-54.0% | $4,648-71.4% |
| Admin fee / account holder | $197 | $511-61.4% | $4,717-95.8% | $430-54.2% |