Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TAP CONSULTING LLC DBA GENEX CONSUL Service code 27 425 S WOODS MILL RD SUITE 210 · TOWN AND COUNTRY, MO 63017 | Advisory (Plan) | $20,216 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,311 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 11701 BORMAN DR STE 300 · ST. LOUIS, MO 63146 | Contract Administrator | $5,116 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,030 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $51,334 | $72,620-29.3% | $90,760-43.4% | $66,938-23.3% |
| Participation rate | 36.9% | 73.7%-36.8pp | 75.7%-38.8pp | 69.8%-32.9pp |
| Annual return | -20.63% | -12.28%-8.3pp | -12.16%-8.5pp | 1.58%-22.2pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,922-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,250 | $3,979-68.6% | $4,565-72.6% | $4,238-70.5% |
| Admin fee / account holder | $375 | $707-47.0% | $8,444-95.6% | $594-36.9% |