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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HUNTLEIGH ADVISORS INC Service code 27 · EIN 43-1475256 7800 FORSYTH BLVD., FL. 5 · ST LOUIS, MO 63105 | Advisory (Plan) | $22,682 |
Filed as: PENSION AND RETIREMENT SERVICES, LL Service code 13 · EIN 87-3354137 15455 CONWAY RD., STE. 345 · CHESTERFIELD, MO 63017 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,329 | $49,693+35.5% | $70,544-4.6% | $74,460-9.6% |
| Participation rate | 52.2% | 64.7%-12.5pp | 68.4%-16.2pp | 70.7%-18.6pp |
| Annual return | 21.97% | 21.22%+0.8pp | 32.79%-10.8pp | 34.38%-12.4pp |
| Employer contribution / active EE | $1,587 | $1,773-10.5% | $2,976-46.7% | $2,638-39.9% |
| Participant deferral / active EE | $2,602 | $3,376-22.9% | $4,568-43.0% | $4,530-42.5% |
| Admin fee / account holder | $235 | $316-25.7% | $6,427-96.3% | $348-32.5% |