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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SECURITES SERVICE NETWORK, INC. Service code 49 | Other Services | $35,640 |
PENSION ASSURANCE LLP3+ years Filed as: THE PENSION SPECIALISTS, LTD. Service code 13 · EIN 36-3592542 10501 N. 2ND STREET · MACHESNEY PARK, IL 61115 | Contract Administrator | $9,250 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 503920001 | Contract Administrator | $932 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES SERVICE NETWORK INC Service code 49 · EIN 62-1152936 9729 COGDILL RD, SUITE 301 · KNOXVILLE, TN 379323383 | 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 | $63,138 | $71,192-11.3% | $117,861-46.4% | $62,293+1.4% |
| Participation rate | 97.2% | 74.2%+23.0pp | 79.7%+17.6pp | 69.5%+27.7pp |
| Annual return | 14.29% | 18.66%-4.4pp | 335.11%-320.8pp | 28.90%-14.6pp |
| Employer contribution / active EE | $2,593 | $1,934+34.1% | $3,786-31.5% | $2,042+27.0% |
| Participant deferral / active EE | $3,895 | $3,189+22.2% | $4,482-13.1% | $3,169+22.9% |
| Admin fee / account holder | $9 | $587-98.5% | $8,021-99.9% | $479-98.1% |