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| Provider | Service type | Compensation |
|---|---|---|
MONETARY MANAGEMENT GROUP, INC.1+ years Filed as: MONETARY MANAGEMENT GROUP Service code 28 BARRETT WOODS CORPORATE CENTER II · ST LOUIS, MO 63021 | Investment Management | $56,853 |
PLAN ADMINISTRATOR1+ years Filed as: PROFIT SHARING PLAN ADMINISTRATORS Service code 15 · EIN 43-1567342 | Recordkeeping | $17,786 |
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 | $28,124 | $52,884-46.8% | $84,753-66.8% | $55,167-49.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | -2.34% | 18.03%-20.4pp | 22.78%-25.1pp | 169.23%-171.6pp |
| Employer contribution / active EE | $3,544 | $2,233+58.7% | $3,574-0.8% | $1,963+80.6% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $200 | $581-65.6% | $5,333-96.3% | $504-60.3% |