| Provider | Service type | Compensation |
|---|---|---|
JOINT INDUSTRY BOARD10+ years Service code 14 · EIN 13-0891035 | Plan Administrator | $2,537,079 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $1,365,193 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 28 · EIN 13-2646110 | Investment Management | $158,291 |
COHEN & STEERS10+ years Filed as: COHEN, WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $102,181 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $74,692 |
ALLIANCE PENSION CONSULTANTS, LLC10+ years Filed as: ALLIANT INSURANCE SERVICES INC. Service code 23 · EIN 33-0785439 | Direct payment from the plan; Insuran... | $53,458 |
THE SEGAL COMPANY1 year Service code 11 · EIN 13-1835864 | Actuarial | $31,675 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $15,000 |
Filed as: DEUTSCHE BANK Service code 18 · EIN 13-6065488 | Custodial (other than securities); Di... | $8,274 |
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 | $237,228 | $63,356+274.4% | $102,437+131.6% | $106,553+122.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 74.5%+25.5pp | 69.8%+30.2pp |
| Annual return | 10.11% | 14.77%-4.7pp | 24.95%-14.8pp | 17.37%-7.3pp |
| Employer contribution / active EE | $14,185 | $4,310+229.1% | $3,871+266.5% | $3,359+322.3% |
| Participant deferral / active EE | $6,745 | $3,479+93.8% | $5,060+33.3% | $5,562+21.3% |
| Admin fee / account holder | $257 | $110+133.1% | $8,388-96.9% | $80+222.4% |