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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 | $28,330 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 17 9900 CLAYTON ROAD · ST. LOUIS, MO 63124 | Pension Consulting | $9,847 |
KREHBIEL ASSOCIATES, LLC1 year Service code 10 · EIN 37-1053332 | Accounting | $8,980 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 15 · EIN 82-4555287 | Recordkeeping | $7,210 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,630 | $35,123-78.3% | $93,419-91.8% | $73,412-89.6% |
| Participation rate | 86.0% | 68.3%+17.8pp | 66.8%+19.2pp | 72.2%+13.8pp |
| Annual return | 17.69% | 18.89%-1.2pp | 78.05%-60.4pp | 59.30%-41.6pp |
| Employer contribution / active EE | $275 | $1,247-78.0% | $2,075-86.8% | $2,234-87.7% |
| Participant deferral / active EE | $1,247 | $2,249-44.6% | $3,126-60.1% | $3,806-67.2% |
| Admin fee / account holder | $107 | $108-0.8% | $5,230-97.9% | $158-32.1% |