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| Provider | Service type | Compensation |
|---|---|---|
KRILOGY FINANCIAL LLC1 year Filed as: KRILOGY FINANCIAL, LLC Service code 27 · EIN 26-3835498 275 N. LINDBERGH BLVD., STE. 20 · SAINT LOUIS, MO 631417832 | Advisory (Plan) | $34,438 |
HUNTLEIGH SECURITIES CORP2 years Filed as: HUNTLEIGH ADVISORS INC Service code 27 · EIN 43-1475256 7800 FORSYTH BLVD., FL. 5 · ST LOUIS, MO 63105 | Advisory (Plan) | $20,985 |
Filed as: PENSION AND RETIREMENT SERVICES, LL Service code 13 · EIN 87-3354137 15455 CONWAY RD., STE. 345 · CHESTERFIELD, MO 63017 | Contract Administrator | $15,324 |
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 | $67,181 | $55,402+21.3% | $76,089-11.7% | $77,714-13.6% |
| Participation rate | 81.7% | 63.6%+18.1pp | 69.1%+12.6pp | 70.6%+11.1pp |
| Annual return | 15.03% | 17.09%-2.1pp | 360.94%-345.9pp | 31.26%-16.2pp |
| Employer contribution / active EE | $2,223 | $1,789+24.2% | $2,690-17.4% | $2,727-18.5% |
| Participant deferral / active EE | $3,813 | $3,450+10.5% | $4,259-10.5% | $4,649-18.0% |
| Admin fee / account holder | $276 | $410-32.7% | $6,418-95.7% | $433-36.3% |