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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 50 · EIN 04-2647786 | Direct Payment | $799,112 |
P&P WELFARE EDUCATIONAL FUND5 years Service code 15 · EIN 43-0657966 | Recordkeeping | $207,015 |
ANDERS MINKLER HUBER & HELM LLP8+ years Service code 10 · EIN 43-0831507 | Accounting | $74,910 |
Filed as: GREENSFELDER, HEMKER & GALE Service code 29 · EIN 43-1313567 | Legal | $42,368 |
HARTNETT REYES-JONES, LLC4 years Service code 29 · EIN 43-1205253 | Legal | $37,899 |
MARQUETTE ASSOCIATES8+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $30,000 |
SYSTEM DESIGN ASSOCIATES2 years Service code 49 900 S. HWY DRIVE SUITE 102 · FENTON, MO 63026 | Other Services | $21,980 |
CHARLES L. CRANE AGENCY8+ years Service code 23 · EIN 43-1394059 | Investment management fees paid indir... | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,785 | $76,774+13.0% | $112,270-22.7% | $77,906+11.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -16.96% | -10.25%-6.7pp | 27.49%-44.4pp | 12.16%-29.1pp |
| Employer contribution / active EE | $7,210 | $3,977+81.3% | $3,635+98.3% | $2,846+153.3% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $348 | $239+45.5% | $6,411-94.6% | $133+162.2% |