| Provider | Service type | Compensation |
|---|---|---|
JOINT INDUSTRY BOARD9+ years Service code 14 · EIN 13-0891035 | Plan Administrator | $2,567,802 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $1,400,954 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 28 · EIN 13-2646110 | Investment Management | $140,723 |
Filed as: ALLIANT INSURANCE SERVICES INC. Service code 23 · EIN 33-0785439 | Direct payment from the plan; Insuran... | $133,792 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $45,322 |
THE WAGNER LAW GROUP2 years Service code 29 · EIN 04-3323315 | Legal | $38,790 |
Filed as: H&H GRAPHIC PRINTING Service code 36 · EIN 27-0771521 | Copying and duplicating; Direct payme... | $38,211 |
COHEN & STEERS9+ years Filed as: COHEN, WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $23,299 |
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 | $211,052 | $55,730+278.7% | $96,543+118.6% | $96,393+118.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 74.3%+25.7pp | 71.3%+28.7pp |
| Annual return | 12.29% | 12.78%-0.5pp | 35.75%-23.5pp | 22.88%-10.6pp |
| Employer contribution / active EE | $12,024 | $4,014+199.6% | $3,741+221.4% | $3,239+271.3% |
| Participant deferral / active EE | $5,721 | $3,393+68.6% | $4,880+17.2% | $5,455+4.9% |
| Admin fee / account holder | $124 | $105+17.2% | $6,737-98.2% | $74+67.3% |