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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 425 S WOODS MILL RD · TOWN AND COUNTRY, MO 63017 | Advisory (Plan) | $19,755 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $14,180 |
Filed as: BENEFIT PLANS PLUS Service code 13 11701 BORMAN DR · ST. LOUIS, MO 63146 | Contract Administrator | $8,979 |
Filed as: LEAFHOUSE FINANCIAL ADVISORY LLC Service code 27 6011 WEST COURTYARD DRIVE · AUSTIN, TX 78730 | Advisory (Plan) | $4,490 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,938 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,972 | $84,936-41.2% | $111,308-55.1% | $79,391-37.1% |
| Participation rate | 94.8% | 75.9%+19.0pp | 77.3%+17.5pp | 70.7%+24.1pp |
| Annual return | 10.43% | 17.45%-7.0pp | 54.67%-44.2pp | 116.88%-106.5pp |
| Employer contribution / active EE | $1,856 | $1,979-6.2% | $2,732-32.1% | $2,428-23.6% |
| Participant deferral / active EE | $1,807 | $3,888-53.5% | $4,487-59.7% | $4,046-55.3% |
| Admin fee / account holder | $214 | $537-60.2% | $7,965-97.3% | $627-65.9% |