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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK ADVISORY GROUP, LLC Service code 16 15100 GEBRON DRIVE · AUSTIN, TX 787346304 | Consulting | $9,720 |
BKD, LLP1+ years Service code 15 · EIN 44-0160260 ONE METROPOLITAN SQUARE · ST. LOUIS, MO 631022733 | Recordkeeping | $9,523 |
ANDERS MINKLER HUBER & HELM LLP1+ years Filed as: ANDERS MINKLER HUBER & HELM, LLP Service code 10 · EIN 43-0831507 800 MARKET STREET · ST. LOUIS, MO 631012501 | Accounting | $7,313 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,397 | $70,667-57.0% | $123,105-75.3% | $52,331-41.9% |
| Participation rate | 99.4% | 83.7%+15.7pp | 86.8%+12.7pp | 68.1%+31.3pp |
| Annual return | 14.85% | 6.23%+8.6pp | 13.22%+1.6pp | 4.54%+10.3pp |
| Employer contribution / active EE | $812 | $2,946-72.4% | $5,151-84.2% | $1,882-56.9% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,229-100.0% | $3,022-100.0% |
| Admin fee / account holder | $113 | $506-77.8% | $9,014-98.8% | $592-81.0% |