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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Service code 13 · EIN 06-1053228 ONE SEAGATE · TOLEDO, OH 43604 | Contract Administrator | $14,868 |
ANDERS MINKLER HUBER & HELM LLP7+ years Filed as: ANDERS MINKLER HUBER & HELM, LLP Service code 10 · EIN 43-0831507 800 MARKET STREET · ST. LOUIS, MO 631012501 | Accounting | $11,800 |
LEWIS RICE LLC1 year Service code 29 · EIN 48-1072151 600 WASHINGTON AVE · ST LOUIS, MO 631011311 | Legal | $6,971 |
SOUTHARD FINANCIAL2 years Service code 34 I-BANK TOWER SUITE 708 · MEMPHIS, TN 38157 | Valuation (appraisals, etc.); Direct ... | $6,700 |
Annual investment return 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 | $40,567 | $121,341-66.6% | $189,520-78.6% | $79,393-48.9% |
| Participation rate | 99.5% | 86.1%+13.4pp | 87.8%+11.7pp | 70.7%+28.8pp |
| Annual return | 7.99% | 21.08%-13.1pp | 555.25%-547.3pp | 116.87%-108.9pp |
| Employer contribution / active EE | $2,535 | $3,915-35.2% | $6,161-58.9% | $2,428+4.4% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,220-100.0% | $4,046-100.0% |
| Admin fee / account holder | $159 | $651-75.6% | $12,046-98.7% | $627-74.7% |