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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,592 |
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL NICOLAUS AND CO INC Service code 55 · EIN 43-0538770 01 N BROADWAY · ST LOUIS, MO 63102 | Other Commissions | $5,355 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,587 |
Filed as: GREAT WEST LIFE AND ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,888 |
PENSION PERFORMANCE, INC.2 years Filed as: PENSION PERFORMANCE INC Service code 13 · EIN 36-4136186 2551 DIVISION ST SUITE 104 · JOLIET, IL 60435 | Contract Administrator | $2,579 |
Service code 49 · EIN 36-3533281 | Other Services | $0 |
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 | $45,341 | $70,917-36.1% | $98,920-54.2% | $73,493-38.3% |
| Participation rate | 85.7% | 73.8%+11.9pp | 76.0%+9.7pp | 70.7%+15.0pp |
| Annual return | 12.80% | 34.18%-21.4pp | 196.47%-183.7pp | 28.51%-15.7pp |
| Employer contribution / active EE | $2,207 | $2,037+8.3% | $2,689-17.9% | $2,270-2.8% |
| Participant deferral / active EE | $2,932 | $3,501-16.2% | $4,245-30.9% | $3,740-21.6% |
| Admin fee / account holder | $156 | $535-70.9% | $6,643-97.7% | $513-69.6% |