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| Provider | Service type | Compensation |
|---|---|---|
BENEFITS OF MISSOURI, INC.1+ years Service code 64 · EIN 43-1344692 14323 SOUTH OUTER FORTY, SUITE 600N · CHESTERFIELD, MO 63017 | Recordkeeping Fees | $12,222 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,171 | $60,165+8.3% | $74,183-12.1% | $55,167+18.1% |
| Participation rate | 99.4% | 74.2%+25.3pp | 76.6%+22.8pp | 69.0%+30.4pp |
| Annual return | 0.02% | 10.00%-10.0pp | 17.74%-17.7pp | 169.23%-169.2pp |
| Employer contribution / active EE | $3,531 | $1,600+120.7% | $2,370+49.0% | $1,963+79.9% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $69 | $419-83.4% | $5,586-98.8% | $504-86.2% |