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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC1+ years Filed as: STIFEL NICOLAUS AND CO INC Service code 55 · EIN 43-0538770 477 S 3RD ST STE 210 · GENEVA, IL 60134 | Other Commissions | $28,814 |
PENSION PERFORMANCE, INC.1+ years Service code 13 · EIN 36-4136186 2551 DIVISION ST, SUITE 104 · JOLIET, IL 60435 | Contract Administrator | $9,999 |
Filed as: GREAT-WEST LIFE & ANNUITY INSURANC Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,838 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,219 |
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 | $95,110 | $53,412+78.1% | $68,509+38.8% | $52,331+81.7% |
| Participation rate | 95.5% | 71.7%+23.8pp | 74.7%+20.7pp | 68.1%+27.3pp |
| Annual return | 0.15% | 3.42%-3.3pp | 8.27%-8.1pp | 4.54%-4.4pp |
| Employer contribution / active EE | $4,134 | $1,607+157.2% | $2,278+81.5% | $1,882+119.7% |
| Participant deferral / active EE | $4,072 | $2,688+51.5% | $3,382+20.4% | $3,022+34.7% |
| Admin fee / account holder | $37 | $461-92.1% | $5,275-99.3% | $592-93.8% |