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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 60 2000 21ST AVENUE NW · MINOT, ND 58703 | Sub-TA Fees | $4,180 |
GWN SECURITIES, INC3 years Filed as: GWN SECURITIES INC. Service code 15 11440 N. JOG RD. · PALM BEACH GARDENS, FL 33418 | Recordkeeping | $0 |
JULY BUSINESS SERVICES3 years Filed as: JULY BUSINESS SERVICES LLC Service code 60 · EIN 74-2715820 400 AUSTIN AVENUE · WACO, TX 76701 | Sub-TA Fees | $0 |
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 15 · EIN 31-1332744 6125 MEMORIAL DR · DUBLIN, OH 43017 | Recordkeeping | $0 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 15 · EIN 27-3169253 330 S POPLAR AVE · PIERRE, SD 57501 | Recordkeeping | $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 | $31,962 | $51,226-37.6% | $82,744-61.4% | $66,938-52.3% |
| Participation rate | 96.9% | 67.9%+29.0pp | 72.6%+24.4pp | 69.8%+27.1pp |
| Annual return | -13.52% | -9.61%-3.9pp | 702.22%-715.7pp | 1.58%-15.1pp |
| Employer contribution / active EE | $3,016 | $2,612+15.5% | $3,008+0.3% | $2,545+18.5% |
| Participant deferral / active EE | $2,946 | $3,460-14.9% | $4,395-33.0% | $4,238-30.5% |
| Admin fee / account holder | $279 | $416-32.8% | $5,325-94.8% | $594-53.0% |