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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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,954 | $29,716+239.7% | $56,077+80.0% | $80,925+24.8% |
| Participation rate | 96.8% | 41.7%+55.1pp | 52.5%+44.3pp | 67.7%+29.2pp |
| Annual return | 29.65% | 35.30%-5.6pp | 1709.28%-1679.6pp | 35.65%-6.0pp |
| Employer contribution / active EE | $532 | $671-20.7% | $1,040-48.9% | $2,756-80.7% |
| Participant deferral / active EE | $0 | $1,228-100.0% | $1,954-100.0% | $4,299-100.0% |
| Admin fee / account holder | $438 | $2,432-82.0% | $2,825-84.5% | $6,940-93.7% |