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| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP2+ years Service code 15 · EIN 44-0160260 ONE METROPOLITAN SQUARE · ST. LOUIS, MO 631022733 | Recordkeeping | $9,751 |
ANDERS MINKLER HUBER & HELM LLP2+ years Filed as: ANDERS MINKLER HUBER & HELM, LLP Service code 10 · EIN 43-0831507 800 MARKET STREET · ST. LOUIS, MO 631012501 | Accounting | $8,000 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK ADVISORY GROUP, LLC Service code 16 15100 GEBRON DRIVE · AUSTIN, TX 787346304 | Consulting | $5,505 |
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 | $30,853 | $74,089-58.4% | $133,975-77.0% | $55,167-44.1% |
| Participation rate | 98.3% | 84.3%+14.0pp | 87.1%+11.2pp | 69.0%+29.3pp |
| Annual return | 7.92% | 12.11%-4.2pp | 29.29%-21.4pp | 169.23%-161.3pp |
| Employer contribution / active EE | $1,268 | $3,064-58.6% | $5,211-75.7% | $1,963-35.4% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $114 | $458-75.1% | $9,324-98.8% | $504-77.4% |