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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC2+ years Filed as: STIFEL NICOLAUS AND CO INC Service code 55 · EIN 43-0538770 477 S THIRD ST STE 210 · GENEVA, IL 60134 | Other Commissions | $4,917 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,669 |
Filed as: GREAT-WEST LIFE AND ANNUITY INSURAN Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,550 |
PENSION PERFORMANCE, INC.2+ years Filed as: PENSION PERFORMANCE INC Service code 13 | Contract Administrator | $2,188 |
PENSION PERFORMANCE, INC.2+ years Service code 13 · EIN 36-4136186 2551 DIVISION ST, SUITE 104 · JOLIET, IL 60435 | Contract Administrator | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,103 | $56,640-66.3% | $78,002-75.5% | $55,167-65.4% |
| Participation rate | 86.9% | 73.3%+13.6pp | 75.5%+11.4pp | 69.0%+17.9pp |
| Annual return | 8.19% | 2868.48%-2860.3pp | 425.99%-417.8pp | 169.23%-161.0pp |
| Employer contribution / active EE | $833 | $1,724-51.7% | $2,470-66.3% | $1,963-57.6% |
| Participant deferral / active EE | $2,061 | $2,778-25.8% | $3,497-41.1% | $3,054-32.5% |
| Admin fee / account holder | $44 | $467-90.6% | $5,481-99.2% | $504-91.3% |