Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $190,424 |
Service code 99 · EIN 37-1328217 8 EXECUTIVE WOODS COURT · SWANSEA, IL 62226 | Other Fees | $132,574 |
LOCAL 520 FRINGE BENEFIT FUND3+ years Service code 13 · EIN 37-6053929 | Contract Administrator | $71,652 |
Service code 70 · EIN 32-0016703 2215 YORK ROAD SUITE 206 · OAK BROOK, IL 60523 | Consulting Fees | $40,000 |
HAMMOND AND SHINNERS, P.C.3+ years Filed as: HAMMOND & SHINNERS, P.C. Service code 29 · EIN 43-1429257 | Legal | $11,757 |
SCHEFFEL BOYLE3+ years Service code 10 · EIN 37-1206530 222 EAST MAIN STREET · BELLEVILLE, IL 62220 | Accounting | $10,805 |
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 | $61,160 | $89,274-31.5% | $149,721-59.2% | $77,958-21.5% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | 10.96% | 20.36%-9.4pp | 1501.67%-1490.7pp | 20.87%-9.9pp |
| Employer contribution / active EE | $3,463 | $3,727-7.1% | $5,444-36.4% | $2,310+49.9% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $136 | $240-43.4% | $11,282-98.8% | $97+39.5% |