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| Provider | Service type | Compensation |
|---|---|---|
DETALUS ADVISORS9 years Service code 28 · EIN 26-3942146 383 MARSHALL AVENUE · ST. LOUIS, MO 63119 | Investment Management | $106,978 |
CBIZ RETIREMENT PLAN SERVICES10+ years Filed as: CBIZ COTTONWOOD Service code 11 · EIN 20-5250908 6900 COLLEGE BLVD, SUITE 300 · OVERLAND PARK, KS 66211 | Actuarial | $82,789 |
WILLIAMS KEEPERS LLC4 years Filed as: WILLIAMS-KEEPERS LLC Service code 10 · EIN 43-1126847 2005 WEST BROADWAY SUITE 100 · COLUMBIA, MO 65203 | Accounting | $12,000 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 7.67% | 8.04%-0.4pp | 9.14%-1.5pp | 8.76%-1.1pp |
| Employer contribution / active EE | $7,650 | $10,583-27.7% | $40,523-81.1% | $16,650-54.1% |
| Participant deferral / active EE | $0 | $225-100.0% | $42-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |