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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 43-1151881 1544 WOODLAKE DR · CHESTERFIELD, MO 63017 | Contract Administrator | $232,891 |
JW TERRILL INC1 year Filed as: JW TERRILL Service code 22 · EIN 43-1233416 825 MARYLAND CENTRE DR · CHESTERFIELD, MO 63017 | Insurance Broker | $53,994 |
SCHUCHAT, COOK & WERNER7+ years Filed as: SCHUCHAT COOK & WERNER Service code 29 · EIN 43-0763010 555 WASHINGTON AVENUE · ST. LOUIS, MO 63101 | Legal | $9,521 |
SIKICH LLP1 year Filed as: SIKICH LLC Service code 10 · EIN 36-6168081 PO BOX 95093 · CHICAGO, IL 60694 | Accounting | $9,000 |
Service code 13 · EIN 43-1341466 PO BOX 9394 · DES MOINES, IA 50306 | Contract Administrator | $5,916 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,081-100.0% | $53,690-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 8.6%-8.6pp | 44.5%-44.5pp |
| Annual return | 145.66% | 0.10%+145.6pp | -4.80%+150.5pp | -14.65%+160.3pp |
| Employer contribution / active EE | $0 | $45,650-100.0% | $30,897-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $30-100.0% | $64-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $51,060-100.0% | $40,849-100.0% | $14,582-100.0% |