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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC2+ 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 | $26,464 |
PENSION PERFORMANCE, INC.2+ 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 | $3,284 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,659 |
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 | $106,833 | $56,640+88.6% | $78,002+37.0% | $55,167+93.7% |
| Participation rate | 93.5% | 73.3%+20.2pp | 75.5%+18.0pp | 69.0%+24.6pp |
| Annual return | 6.62% | 2868.48%-2861.9pp | 425.99%-419.4pp | 169.23%-162.6pp |
| Employer contribution / active EE | $4,095 | $1,724+137.6% | $2,470+65.8% | $1,963+108.7% |
| Participant deferral / active EE | $4,556 | $2,778+64.0% | $3,497+30.3% | $3,054+49.2% |
| Admin fee / account holder | $36 | $467-92.4% | $5,481-99.4% | $504-92.9% |