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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 1699 SOUTH HANLEY ROAD · ST. LOUIS, MO 63144 | Recordkeeping | $80,784 |
RUBINBROWN LLP2 years Service code 10 · EIN 43-0765316 ONE NORTH BRENTWOOD · ST. LOUIS, MO 63105 | Accounting | $10,320 |
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 | $102,137 | $71,192+43.5% | $117,861-13.3% | $62,293+64.0% |
| Participation rate | 99.4% | 74.2%+25.2pp | 79.7%+19.7pp | 69.5%+29.9pp |
| Annual return | 16.64% | 18.66%-2.0pp | 335.11%-318.5pp | 28.90%-12.3pp |
| Employer contribution / active EE | $2,822 | $1,934+45.9% | $3,786-25.5% | $2,042+38.2% |
| Participant deferral / active EE | $5,610 | $3,189+75.9% | $4,482+25.2% | $3,169+77.0% |
| Admin fee / account holder | $464 | $587-20.9% | $8,021-94.2% | $479-3.1% |