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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBI VALUATION GROUP, LLC Service code 34 721 EMERSON ROAD, SUITE 400 · ST. LOUIS, MO 63141 | Valuation (appraisals, etc.) | $16,416 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,113 | $70,684-78.6% | $169,397-91.1% | $75,177-79.9% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | -50.69% | 36.38%-87.1pp | 406.23%-456.9pp | 160.75%-211.4pp |
| Employer contribution / active EE | $3,031 | $2,211+37.1% | $4,013-24.5% | $2,671+13.5% |
| Participant deferral / active EE | $0 | $4,310-100.0% | $6,223-100.0% | $4,126-100.0% |
| Admin fee / account holder | $118 | $5,404-97.8% | $9,017-98.7% | $5,651-97.9% |