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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $186,091 |
Service code 99 · EIN 37-1328217 8 EXECUTIVE WOODS COURT · SWANSEA, IL 62226 | Other Fees | $128,417 |
LOCAL 520 FRINGE BENEFIT FUND2+ years Service code 13 · EIN 37-6053929 | Contract Administrator | $90,569 |
Service code 70 · EIN 32-0016703 2215 YORK ROAD SUITE 206 · OAK BROOK, IL 60523 | Consulting Fees | $40,000 |
SCHEFFEL BOYLE2+ years Service code 10 · EIN 37-1206530 222 EAST MAIN STREET · BELLEVILLE, IL 62220 | Accounting | $22,384 |
HAMMOND AND SHINNERS, P.C.2+ years Filed as: HAMMOND & SHINNERS, P.C. Service code 29 · EIN 43-1429257 | Legal | $9,893 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,615 | $80,354-32.0% | $133,975-59.2% | $63,975-14.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 6.18% | 13.11%-6.9pp | 29.29%-23.1pp | 48.65%-42.5pp |
| Employer contribution / active EE | $3,723 | $3,503+6.3% | $5,211-28.6% | $2,182+70.7% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $106 | $69+52.9% | $9,324-98.9% | $70+50.5% |