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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC3+ 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 | $32,553 |
PENSION PERFORMANCE, INC.3+ years Service code 13 · EIN 36-4136186 2551 DIVISION ST, SUITE 104 · JOLIET, IL 60435 | Contract Administrator | $9,999 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,950 |
Filed as: GREAT-WEST LIFE & ANNUITY INSURANC Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,050 |
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 | $126,118 | $63,314+99.2% | $91,004+38.6% | $62,293+102.5% |
| Participation rate | 95.4% | 73.3%+22.0pp | 75.6%+19.8pp | 69.5%+25.8pp |
| Annual return | 13.65% | 21.00%-7.3pp | 4.60%+9.0pp | 28.90%-15.2pp |
| Employer contribution / active EE | $4,869 | $1,807+169.4% | $2,456+98.3% | $2,042+138.4% |
| Participant deferral / active EE | $4,989 | $2,944+69.5% | $3,548+40.6% | $3,169+57.4% |
| Admin fee / account holder | $45 | $468-90.3% | $5,417-99.2% | $479-90.6% |