Filed December 9, 2015 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
EKON BENEFITS2+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Recordkeeping | $13,107 |
WEALTH MANAGEMENT SYSTEMS INC2+ years Filed as: WEALTH SOUTH - RICK CASH Service code 20 · EIN 61-1102534 1830 DESTINY LANE · BOWLING GREEN, KY 42104 | Trustee (individual) | $10,000 |
UHY LLP2+ years Service code 10 · EIN 20-0694403 15 SUNNEN DRIVE · ST. LOUIS, MO 63143 | Accounting | $8,250 |
Service code 34 · EIN 37-1319744 P.O. BOX 515118 · ST. LOUIS, MO 63151 | Valuation (appraisals, etc.) | $6,030 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,264 | $63,346+93.0% | $92,240+32.5% | $70,126+74.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 9.81% | 530.19%-520.4pp | 176.29%-166.5pp | 73.15%-63.3pp |
| Employer contribution / active EE | $4,211 | $2,471+70.4% | $3,680+14.4% | $2,343+79.7% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $350 | $3,841-90.9% | $5,194-93.3% | $4,645-92.5% |