Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ANDERS MINKLER HUBER HELM LLP Service code 10 · EIN 43-0831507 800 MARKET STREET, SUITE 500 · ST. LOUIS, MO 63101 | Accounting | $23,683 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,514 | $60,393+152.5% | $81,820+86.4% | $74,429+104.9% |
| Participation rate | 87.8% | 62.9%+24.9pp | 72.4%+15.4pp | 67.2%+20.6pp |
| Annual return | 16.08% | 16.89%-0.8pp | 777.93%-761.9pp | 1368.38%-1352.3pp |
| Employer contribution / active EE | $4,721 | $2,626+79.7% | $2,915+61.9% | $2,625+79.8% |
| Participant deferral / active EE | $3,297 | $3,397-2.9% | $4,323-23.7% | $4,348-24.2% |
| Admin fee / account holder | $255 | $1,491-82.9% | $7,391-96.5% | $1,944-86.9% |