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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.2 years Service code 13 · EIN 94-2349093 | Contract Administrator | $19,292 |
Service code 28 13537 BARRETT PARKWAY DRIVE · BALLWIN, MO 63021 | Investment Management | $18,210 |
WITHUMSMITH+BROWN, PC2 years Filed as: RUBIN BROWN LLP Service code 10 · EIN 43-0765316 | Accounting | $16,300 |
Filed as: SANSOME STREET APPRAISER Service code 34 · EIN 93-1041291 | Valuation (appraisals, etc.) | $8,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,954 | $29,660+240.4% | $56,411+79.0% | $80,856+24.9% |
| Participation rate | 96.8% | 41.6%+55.2pp | 52.5%+44.3pp | 67.6%+29.2pp |
| Annual return | 29.65% | 35.23%-5.6pp | 1701.33%-1671.7pp | 35.59%-5.9pp |
| Employer contribution / active EE | $532 | $669-20.5% | $1,039-48.8% | $2,755-80.7% |
| Participant deferral / active EE | $0 | $1,226-100.0% | $1,952-100.0% | $4,296-100.0% |
| Admin fee / account holder | $438 | $2,428-81.9% | $2,829-84.5% | $6,918-93.7% |