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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,787 |
PENSION PERFORMANCE, INC.4 years Filed as: PENSION PERFORMANCE INC Service code 13 · EIN 36-4136186 2551 DIVISION ST · JOLIET, IL 60435 | Contract Administrator | $8,713 |
STIFEL NICOLAUS & CO INC4 years Filed as: STIFEL NICOLAUS AND CO INC Service code 55 · EIN 43-0538770 501 N BROADWAY · ST LOUIS, MO 63102 | Other Commissions | $5,940 |
Filed as: GREAT WEST LIFE AND ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $781 |
Filed as: THE BENEFITS CONSULTING GROUP Service code 49 · EIN 36-3533281 | Other Services | $0 |
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 | $62,719 | $70,917-11.6% | $98,920-36.6% | $73,497-14.7% |
| Participation rate | 96.9% | 73.8%+23.1pp | 76.0%+20.9pp | 70.7%+26.2pp |
| Annual return | 11.76% | 34.18%-22.4pp | 196.47%-184.7pp | 28.51%-16.8pp |
| Employer contribution / active EE | $5,328 | $2,037+161.6% | $2,689+98.1% | $2,270+134.7% |
| Participant deferral / active EE | $7,956 | $3,501+127.2% | $4,245+87.4% | $3,740+112.7% |
| Admin fee / account holder | $221 | $535-58.7% | $6,643-96.7% | $513-57.0% |