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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 43-1151881 1544 WOODLAKE DRIVE · CHESTERFIELD, MO 63017 | Contract Administrator | $232,526 |
JW TERRILL INC3 years Filed as: JW TERRILL Service code 22 · EIN 43-1233416 825 MARYLAND CENTRE DR · CHESTERFIELD, MO 63017 | Insurance Broker | $43,207 |
SIKICH LLP3 years Filed as: SIKICH LLC Service code 10 · EIN 36-6168081 PO BOX 95093 · CHICAGO, IL 60694 | Accounting | $12,750 |
MILLIMAN, INC.9+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675941 ONE FINANCIAL BROADWAY · SAINT LOUIS, MO 63102 | Actuarial | $10,878 |
SCHUCHAT, COOK & WERNER9+ years Filed as: SCHUCHAT COOK & WERNER Service code 29 · EIN 43-0763010 555 WASHINGTON AVENUE · SAINT LOUIS, MO 63101 | Legal | $9,572 |
Filed as: PRINCIPAL MUTUAL LIFE INSURANCE CO. Service code 13 · EIN 43-1341466 PO BOX 9394 · DES MOINES, IA 50306 | Contract Administrator | $5,267 |
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 | $93,040-100.0% | $148,078-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 5.4%-5.4pp | 43.9%-43.9pp |
| Annual return | 325.12% | 3.92%+321.2pp | 6.78%+318.3pp | 13.05%+312.1pp |
| Employer contribution / active EE | $0 | $35,642-100.0% | $25,154-100.0% | $37,647-100.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $47-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $7,182-100.0% | $30,946-100.0% |