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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 425 S WOODS MILL RD · TOWN AND COUNTRY, MO 63017 | Advisory (Plan) | $17,376 |
Filed as: EMPOWER ANNUITY INS COMPANY OF AMER Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $14,480 |
Filed as: BENEFIT PLANS PLUS Service code 13 11701 BORMAN DR · ST. LOUIS, MO 63146 | Contract Administrator | $7,898 |
Filed as: LEAFHOUSE FINANCIAL ADVISORY LLC Service code 27 6011 WEST COURTYARD DRIVE · AUSTIN, TX 78730 | Advisory (Plan) | $3,949 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,113 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,953 | $76,112-43.6% | $96,534-55.5% | $71,511-39.9% |
| Participation rate | 95.3% | 74.4%+20.9pp | 76.0%+19.4pp | 67.9%+27.4pp |
| Annual return | 14.29% | 22.81%-8.5pp | 25.88%-11.6pp | 28.86%-14.6pp |
| Employer contribution / active EE | $2,021 | $2,248-10.1% | $2,965-31.8% | $2,589-21.9% |
| Participant deferral / active EE | $1,960 | $4,217-53.5% | $4,851-59.6% | $4,291-54.3% |
| Admin fee / account holder | $188 | $2,708-93.1% | $8,253-97.7% | $1,588-88.2% |