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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 1699 SOUTH HANLEY ROAD · ST. LOUIS, MO 63144 | Recordkeeping | $66,076 |
RUBINBROWN LLP1 year Service code 10 · EIN 43-0765316 ONE NORTH BRENTWOOD · ST. LOUIS, MO 63105 | Accounting | $9,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,681 | $63,924+35.6% | $108,582-20.2% | $55,167+57.1% |
| Participation rate | 98.1% | 74.3%+23.8pp | 79.6%+18.6pp | 69.0%+29.2pp |
| Annual return | 8.75% | 15.31%-6.6pp | -51.70%+60.4pp | 169.23%-160.5pp |
| Employer contribution / active EE | $2,667 | $1,879+41.9% | $3,758-29.0% | $1,963+35.9% |
| Participant deferral / active EE | $5,626 | $3,067+83.5% | $4,311+30.5% | $3,054+84.2% |
| Admin fee / account holder | $447 | $618-27.6% | $7,645-94.2% | $504-11.3% |