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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FREUND & COMPANY INVESTMENT ADVISOR Service code 13 · EIN 43-1786935 530 MARYVILLE CENTRE STE 210 · ST. LOUIS, MO 63141 | Contract Administrator | $11,986 |
Service code 15 · EIN 13-3689044 COMPANY · LOS ANGELES, CA 90015 | Recordkeeping | $11,760 |
BKD, LLP1 year Filed as: BKD WEALTH ADVISORS, LLC Service code 15 · EIN 44-0160260 910 E. ST. LOUIS STREET · SPRINGFIELD, MO 658011190 | Recordkeeping | $390 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,367 | $36,916-42.1% | $156,551-86.4% | $57,658-62.9% |
| Participation rate | 6.0% | 63.4%-57.5pp | 84.0%-78.1pp | 70.2%-64.3pp |
| Annual return | 7.87% | 12.38%-4.5pp | 32.23%-24.4pp | 5.13%+2.7pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $116 | $1,926-94.0% | $4,871-97.6% | $3,061-96.2% |
| Admin fee / account holder | $305 | $82+269.8% | $13,028-97.7% | $95+222.6% |