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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 14515 N OUTER 40 STE 210 · CHESTERFIELD, MO 63017 | Other Fees | $31,864 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,139 |
Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $12,102 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,620 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN SMITH WALLACE LLP Service code 99 6 CITY PLACE DR STE 900 · ST LOUIS, MO 63141 | Other Fees | $7,800 |
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 | $81,283 | $65,223+24.6% | $80,022+1.6% | $55,725+45.9% |
| Participation rate | 95.6% | 80.6%+15.1pp | 75.8%+19.8pp | 70.9%+24.8pp |
| Annual return | -1.72% | 7.59%-9.3pp | 11.22%-12.9pp | 244.93%-246.7pp |
| Employer contribution / active EE | $1,577 | $2,544-38.0% | $2,468-36.1% | $2,078-24.1% |
| Participant deferral / active EE | $5,111 | $3,881+31.7% | $3,686+38.7% | $3,356+52.3% |
| Admin fee / account holder | $153 | $114+33.6% | $6,521-97.7% | $115+32.5% |