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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $17,811 |
Service code 27 425 S WOODS MILL RD · TOWN AND COUNTRY, MO 63017 | Advisory (Plan) | $15,291 |
Filed as: BENEFIT PLANS PLUS Service code 13 6 CITY PLACE DRIVE · ST. LOUIS, MO 63141 | Contract Administrator | $12,000 |
Filed as: LEAFHOUSE FINANCIAL ADVISORY LLC Service code 27 6011 WEST COURTYARD DRIVE · AUSTIN, TX 78730 | Advisory (Plan) | $3,476 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Investment Management | $390 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,174 | $59,191-38.9% | $76,767-52.9% | $56,289-35.7% |
| Participation rate | 88.1% | 75.2%+12.9pp | 77.0%+11.1pp | 69.9%+18.2pp |
| Annual return | 1.29% | 6.62%-5.3pp | 2.43%-1.1pp | -9.96%+11.2pp |
| Employer contribution / active EE | $1,679 | $1,759-4.5% | $2,485-32.4% | $2,111-20.5% |
| Participant deferral / active EE | $1,531 | $3,255-53.0% | $3,852-60.2% | $3,350-54.3% |
| Admin fee / account holder | $85 | $489-82.6% | $6,675-98.7% | $521-83.7% |