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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS AND CO INC Service code 55 · EIN 43-0538770 501 N BROADWAY · ST LOUIS, MO 63102 | Other Commissions | $8,802 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,968 |
Filed as: GREAT-WEST LIFE AND ANNUITY INC CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,887 |
Filed as: PENSION PERFORMANCE INC Service code 13 · EIN 36-4136186 2551 DIVISION ST · JOLIET, IL 60435 | Contract Administrator | $3,606 |
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 | $32,096 | $66,319-51.6% | $93,614-65.7% | $65,185-50.8% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 30.28% | 42.59%-12.3pp | 32.76%-2.5pp | 29.38%+0.9pp |
| Employer contribution / active EE | $3,038 | $2,013+50.9% | $2,718+11.8% | $2,177+39.6% |
| Participant deferral / active EE | $2,595 | $3,343-22.4% | $4,069-36.2% | $3,514-26.1% |
| Admin fee / account holder | $49 | $6,900-99.3% | $7,889-99.4% | $847-94.3% |