Filed March 23, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BLUMER,/WELLS3+ years Service code 49 ONE NORTH JEFFERSON · ST LOUIS, MO 63103 | Other Services | $5,508 |
DEAM DISTRIBUTORS, INC.2 years Filed as: DEAM TRUST COMPANY Service code 99 | Other Fees | $1,750 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $440 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
DEAM DISTRIBUTORS, INC.2 years Service code 63 · EIN 36-3976708 | 12b-1 Fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,091 | $46,173+60.5% | $170,435-56.5% | $69,631+6.4% |
| Participation rate | 71.2% | 63.9%+7.3pp | 83.6%-12.4pp | 70.7%+0.5pp |
| Annual return | 20.02% | 21.62%-1.6pp | 205.94%-185.9pp | 27571.02%-27551.0pp |
| Employer contribution / active EE | $1,574 | $1,610-2.2% | $5,432-71.0% | $2,032-22.5% |
| Participant deferral / active EE | $3,593 | $2,080+72.7% | $4,939-27.3% | $3,224+11.5% |
| Admin fee / account holder | $2 | $116-98.3% | $13,881-100.0% | $110-98.2% |