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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 | $45,377 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 17 9900 CLAYTON ROAD · ST. LOUIS, MO 63124 | Pension Consulting | $13,897 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 15 · EIN 82-4555287 | Recordkeeping | $12,330 |
KREHBIEL ASSOCIATES, LLC3 years Service code 10 · EIN 37-1053332 1100 SOUTH MILL STREET · NASHVILLE, IL 62263 | Accounting | $9,200 |
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,411 | $28,956-71.0% | $71,702-88.3% | $64,814-87.0% |
| Participation rate | 81.4% | 65.2%+16.2pp | 62.3%+19.0pp | 71.5%+9.9pp |
| Annual return | -18.18% | -7.39%-10.8pp | 9.14%-27.3pp | 32.84%-51.0pp |
| Employer contribution / active EE | $599 | $1,159-48.3% | $1,704-64.9% | $2,507-76.1% |
| Participant deferral / active EE | $1,491 | $2,686-44.5% | $2,658-43.9% | $4,310-65.4% |
| Admin fee / account holder | $167 | $124+33.9% | $3,974-95.8% | $188-11.3% |