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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 1699 SOUTH HANLEY ROAD · ST. LOUIS, MO 63144 | Recordkeeping | $62,039 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 1699 SOUTH HANLEY ROAD · ST. LOUIS, MO 63144 | Recordkeeping | $20,130 |
RUBINBROWN LLP3 years Service code 10 · EIN 43-0765316 ONE NORTH BRENTWOOD · ST. LOUIS, MO 63105 | Accounting | $14,350 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $96,906 | $66,302+46.2% | $110,243-12.1% | $56,289+72.2% |
| Participation rate | 98.1% | 74.9%+23.2pp | 79.8%+18.3pp | 69.9%+28.3pp |
| Annual return | -8.12% | -1.18%-6.9pp | 314.76%-322.9pp | -9.96%+1.8pp |
| Employer contribution / active EE | $2,946 | $2,047+43.9% | $3,827-23.0% | $2,111+39.5% |
| Participant deferral / active EE | $6,288 | $3,381+86.0% | $4,672+34.6% | $3,350+87.7% |
| Admin fee / account holder | $536 | $698-23.2% | $8,548-93.7% | $521+2.9% |