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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC4+ 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 | $36,474 |
PENSION PERFORMANCE, INC.4+ years Service code 13 · EIN 36-4136186 2551 DIVISION ST, SUITE 104 · JOLIET, IL 60435 | Contract Administrator | $10,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,741 |
Filed as: GREAT-WEST LIFE & ANNUITY INSURANC Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,800 |
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 | $120,111 | $58,093+106.8% | $80,022+50.1% | $56,287+113.4% |
| Participation rate | 94.9% | 73.6%+21.3pp | 75.8%+19.1pp | 69.9%+25.1pp |
| Annual return | -4.05% | 34.63%-38.7pp | 11.22%-15.3pp | -9.96%+5.9pp |
| Employer contribution / active EE | $6,589 | $1,933+240.9% | $2,468+167.0% | $2,111+212.1% |
| Participant deferral / active EE | $5,571 | $3,136+77.6% | $3,686+51.1% | $3,350+66.3% |
| Admin fee / account holder | $37 | $623-94.0% | $6,521-99.4% | $521-92.8% |