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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,529 |
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL NICOLAUS AND CO INC Service code 55 · EIN 43-0538770 501 N BROADWAY · ST LOUIS, MO 63102 | Other Commissions | $9,970 |
PENSION PERFORMANCE, INC.2 years Filed as: PENSION PERFORMANCE INC Service code 13 · EIN 36-4136186 2551 DIVISION ST STE 104 · JOLETT, IL 60435 | Contract Administrator | $2,061 |
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 | $27,459 | $58,093-52.7% | $80,022-65.7% | $56,289-51.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | 9.07% | 34.63%-25.6pp | 11.22%-2.2pp | -9.96%+19.0pp |
| Employer contribution / active EE | $6,037 | $1,933+212.4% | $2,468+144.6% | $2,111+186.0% |
| Participant deferral / active EE | $6,835 | $3,136+118.0% | $3,686+85.4% | $3,350+104.0% |
| Admin fee / account holder | $206 | $623-67.0% | $6,521-96.8% | $521-60.5% |