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| Provider | Service type | Compensation |
|---|---|---|
KRILOGY FINANCIAL LLC1+ years Service code 27 · EIN 26-3835498 600 EMERSON RD, STE 110 · ST. LOUIS, MO 63141 | Advisory (Plan) | $21,155 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,063 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 · EIN 43-1829594 11701 BORMAN, STE. 300 · ST. LOUIS, MO 63146 | Contract Administrator | $3,077 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,401 |
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 | $24,336 | $86,692-71.9% | $119,634-79.7% | $66,949-63.6% |
| Participation rate | 94.5% | 75.6%+18.9pp | 79.3%+15.3pp | 69.8%+24.7pp |
| Annual return | -17.87% | -8.00%-9.9pp | -14.98%-2.9pp | 1.57%-19.4pp |
| Employer contribution / active EE | $1,731 | $2,536-31.7% | $4,232-59.1% | $2,545-32.0% |
| Participant deferral / active EE | $2,853 | $4,360-34.6% | $5,601-49.1% | $4,239-32.7% |
| Admin fee / account holder | $255 | $755-66.2% | $10,329-97.5% | $594-57.0% |