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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DATATEX INVESTMENT SERVICES INC Service code 27 · EIN 43-1475256 7800 FORSYTH BLVD., FL. 5 · CLAYTON, MO 63105 | Advisory (Plan) | $5,845 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,028 | $44,764+25.2% | $68,803-18.6% | $64,824-13.6% |
| Participation rate | 67.7% | 64.8%+3.0pp | 69.0%-1.3pp | 71.5%-3.8pp |
| Annual return | -16.48% | -10.91%-5.6pp | -6.37%-10.1pp | 32.84%-49.3pp |
| Employer contribution / active EE | $1,978 | $1,775+11.4% | $2,656-25.5% | $2,507-21.1% |
| Participant deferral / active EE | $3,298 | $3,238+1.9% | $3,942-16.3% | $4,311-23.5% |
| Admin fee / account holder | $360 | $151+137.7% | $4,936-92.7% | $188+91.5% |