Filed May 14, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ARMSTRONG TEASDALE2 years Service code 28 · EIN 43-1274026 | Investment Management | $14,467 |
BKD, LLP4+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $12,908 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 28 · EIN 52-1396995 | Investment Management | $9,825 |
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 | $100,610 | $70,083+43.6% | $59,883+68.0% | $55,725+80.5% |
| Participation rate | 97.2% | 78.4%+18.8pp | 74.7%+22.5pp | 70.9%+26.3pp |
| Annual return | -2.08% | 3.13%-5.2pp | 3.46%-5.5pp | 244.93%-247.0pp |
| Employer contribution / active EE | $5,059 | $2,878+75.7% | $2,722+85.8% | $2,078+143.4% |
| Participant deferral / active EE | $3,219 | $3,079+4.6% | $3,402-5.4% | $3,356-4.1% |
| Admin fee / account holder | $23 | $70-66.9% | $3,591-99.4% | $115-79.8% |