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| Provider | Service type | Compensation |
|---|---|---|
KRILOGY FINANCIAL LLC3+ years Service code 27 · EIN 26-3835498 600 EMERSON RD, STE 110 · ST. LOUIS, MO 63141 | Advisory (Plan) | $24,358 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,452 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 · EIN 43-1829594 11701 BORMAN, STE. 300 · ST. LOUIS, MO 63146 | Contract Administrator | $3,649 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,813 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,912 | $88,203-65.0% | $165,100-81.3% | $74,478-58.5% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 12.30% | 17.13%-4.8pp | 70.21%-57.9pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $1,807 | $2,601-30.5% | $4,348-58.4% | $2,626-31.2% |
| Participant deferral / active EE | $2,736 | $4,505-39.3% | $6,035-54.7% | $4,350-37.1% |
| Admin fee / account holder | $266 | $2,235-88.1% | $12,696-97.9% | $1,946-86.3% |