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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 425 S WOODS MILL RD · TOWN AND COUNTRY, MO 63017 | Advisory (Plan) | $17,077 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $12,755 |
Filed as: BENEFIT PLANS PLUS Service code 13 6 CITY PLACE DRIVE · ST. LOUIS, MO 63141 | Contract Administrator | $7,159 |
Filed as: LEAFHOUSE FINANCIAL ADVISORY LLC Service code 27 6011 WEST COURTYARD DRIVE · AUSTIN, TX 78730 | Advisory (Plan) | $3,882 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Investment Management | $910 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,358 | $65,378-38.3% | $87,103-53.7% | $65,186-38.1% |
| Participation rate | 90.1% | 75.3%+14.8pp | 76.9%+13.2pp | 70.2%+19.9pp |
| Annual return | 17.08% | 31.28%-14.2pp | 28.19%-11.1pp | 29.39%-12.3pp |
| Employer contribution / active EE | $1,724 | $1,823-5.4% | $2,521-31.6% | $2,177-20.8% |
| Participant deferral / active EE | $1,663 | $3,389-50.9% | $4,049-58.9% | $3,514-52.7% |
| Admin fee / account holder | $165 | $520-68.2% | $7,491-97.8% | $847-80.5% |