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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS PLUS Service code 13 11701 BORMAN DRIVE, SUITE 300 · SAINT LOUIS, MO 63146 | Contract Administrator | $10,449 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $376,251 | $81,276+362.9% | $155,574+141.8% | $80,925+364.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.97% | 33.36%-17.4pp | 64.87%-48.9pp | 35.65%-19.7pp |
| Employer contribution / active EE | $5,078 | $3,103+63.6% | $4,676+8.6% | $2,756+84.2% |
| Participant deferral / active EE | $7,275 | $3,453+110.7% | $5,629+29.2% | $4,299+69.2% |
| Admin fee / account holder | $30 | $7,993-99.6% | $15,914-99.8% | $6,940-99.6% |