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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 43-1635589 211 S. CENTRAL AVENUE · ST. LOUIS, MO 63105 | Pension Consulting | $27,102 |
ANDERS MINKLER HUBER & HELM LLP2+ years Filed as: ANDERS, MINKLER & DIEHL, LLP Service code 10 · EIN 43-0831507 800 MARKET STREET, SUITE 500 · ST. LOUIS, MO 631012501 | Accounting | $15,600 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 1699 S. HANLEY ROAD, SUITE 300 · ST. LOUIS, MO 63144 | Recordkeeping | $6,941 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,733 | $63,924+104.5% | $108,582+20.4% | $55,167+137.0% |
| Participation rate | 45.9% | 74.3%-28.5pp | 79.6%-33.7pp | 69.0%-23.1pp |
| Annual return | 6.75% | 15.31%-8.6pp | -51.70%+58.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $24 | $1,879-98.7% | $3,758-99.4% | $1,963-98.8% |
| Participant deferral / active EE | $508 | $3,067-83.4% | $4,311-88.2% | $3,054-83.4% |
| Admin fee / account holder | $745 | $618+20.7% | $7,645-90.3% | $504+47.9% |