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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SECURITES SERVICE NETWORK, INC. Service code 49 | Other Services | $42,647 |
PENSION ASSURANCE LLP4+ years Filed as: THE PENSION SPECIALISTS, LTD. Service code 13 · EIN 36-3592542 10501 N. 2ND STREET · MACHESNEY PARK, IL 61115 | Contract Administrator | $10,965 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 503920001 | Contract Administrator | $313 |
SECURITIES AMERICA INC2 years 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 | $60,672 | $66,302-8.5% | $110,243-45.0% | $56,289+7.8% |
| Participation rate | 95.9% | 74.9%+21.0pp | 79.8%+16.1pp | 69.9%+26.0pp |
| Annual return | -5.05% | -1.18%-3.9pp | 314.76%-319.8pp | -9.96%+4.9pp |
| Employer contribution / active EE | $2,538 | $2,047+24.0% | $3,827-33.7% | $2,111+20.2% |
| Participant deferral / active EE | $4,530 | $3,381+34.0% | $4,672-3.0% | $3,350+35.2% |
| Admin fee / account holder | $8 | $698-98.9% | $8,548-99.9% | $521-98.5% |