Filed March 18, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF MISSOURI1 year Service code 27 3610 BUTTONWOOD DRIVE · COLUMBIA, MO 65201 | Advisory (Plan) | $45,578 |
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT GROUP INC. Service code 13 · EIN 27-2037969 | Contract Administrator | $8,133 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $73,237 | $52,884+38.5% | $84,753-13.6% | $55,167+32.8% |
| Participation rate | 43.0% | 67.5%-24.5pp | 76.6%-33.6pp | 69.0%-26.0pp |
| Annual return | 8.63% | 18.03%-9.4pp | 22.78%-14.2pp | 169.23%-160.6pp |
| Employer contribution / active EE | $376 | $2,233-83.2% | $3,574-89.5% | $1,963-80.8% |
| Participant deferral / active EE | $2,289 | $2,644-13.4% | $3,712-38.3% | $3,054-25.1% |
| Admin fee / account holder | $448 | $581-22.9% | $5,333-91.6% | $504-11.2% |