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| Provider | Service type | Compensation |
|---|---|---|
BENEFITS OF MISSOURI, INC.2+ years Service code 64 · EIN 43-1344692 14323 SOUTH OUTER FORTY, SUITE 600N · CHESTERFIELD, MO 63017 | Recordkeeping Fees | $10,284 |
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 | $70,450 | $64,909+8.5% | $82,313-14.4% | $62,292+13.1% |
| Participation rate | 99.4% | 74.9%+24.5pp | 76.9%+22.5pp | 69.5%+29.9pp |
| Annual return | 8.57% | 21.18%-12.6pp | 25.88%-17.3pp | 28.90%-20.3pp |
| Employer contribution / active EE | $3,745 | $1,676+123.5% | $2,428+54.2% | $2,042+83.4% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $57 | $440-87.0% | $5,608-99.0% | $479-88.1% |