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| Provider | Service type | Compensation |
|---|---|---|
DETALUS ADVISORS5 years Service code 28 · EIN 26-3942146 383 MARSHALL AVENUE · ST. LOUIS, MO 63119 | Investment Management | $92,102 |
CBIZ RETIREMENT PLAN SERVICES6+ years Filed as: CBIZ COTTONWOOD Service code 11 · EIN 20-5250908 6900 COLLEGE BLVD, SUITE 300 · OVERLAND PARK, KS 66211 | Actuarial | $32,760 |
WILLIAMSKEEPERS5 years Service code 10 · EIN 43-1126847 2005 WEST BROADWAY SUITE 100 · COLUMBIA, MO 65203 | Accounting | $8,900 |
CENTRAL BANK6+ years Service code 28 · EIN 43-0975002 348 MADISON · JEFFERSON CITY, MO 65101 | Investment Management | $3,016 |
HUSCH BLACKWELL5 years Service code 29 · EIN 26-1688286 PO BOX 802765 · KANSAS CITY, MO 641802765 | Legal | $2,728 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,584,600 | $1,863,299+92.4% | $373,805+858.9% | $2,822,362+27.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 18.9%-18.9pp | 0.6%-0.6pp |
| Annual return | 15.13% | 9.58%+5.6pp | 9.52%+5.6pp | 11.45%+3.7pp |
| Employer contribution / active EE | $7,349 | $21,155-65.3% | $41,951-82.5% | $17,219-57.3% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $8,638 | $4,319+100.0% | $1,512+471.3% | $15,480-44.2% |