Filed April 26, 2023
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| Provider | Service type | Compensation |
|---|---|---|
SFW PARTNERS, LLC1 year Filed as: SFW PARTNERS LLD Service code 10 1610 DES PERES ROAD SUITE 300 · SAINT LOUIS, MO 63131 | Accounting | $6,000 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $2,020 |
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 | $72,144 | $63,924+12.9% | $108,582-33.6% | $55,167+30.8% |
| Participation rate | 86.7% | 74.3%+12.3pp | 79.6%+7.1pp | 69.0%+17.7pp |
| Annual return | 6.60% | 15.31%-8.7pp | -51.70%+58.3pp | 169.23%-162.6pp |
| Employer contribution / active EE | $2,760 | $1,879+46.9% | $3,758-26.6% | $1,963+40.6% |
| Participant deferral / active EE | $3,577 | $3,067+16.7% | $4,311-17.0% | $3,054+17.1% |
| Admin fee / account holder | $153 | $618-75.2% | $7,645-98.0% | $504-69.6% |