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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 | $193,011 |
Service code 99 · EIN 37-1328217 8 EXECUTIVE WOODS COURT · SWANSEA, IL 62226 | Other Fees | $135,255 |
LOCAL 520 FRINGE BENEFIT FUND4+ years Service code 13 · EIN 37-6053929 | Contract Administrator | $81,661 |
Service code 70 · EIN 32-0016703 2215 YORK ROAD SUITE 206 · OAK BROOK, IL 60523 | Consulting Fees | $40,000 |
HAMMOND AND SHINNERS, P.C.4+ years Filed as: HAMMOND & SHINNERS, P.C. Service code 29 · EIN 43-1429257 | Legal | $14,779 |
SCHEFFEL BOYLE4+ years Service code 10 · EIN 37-1206530 222 EAST MAIN STREET · BELLEVILLE, IL 62220 | Accounting | $10,278 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,028 | $82,546-28.5% | $140,019-57.8% | $75,289-21.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | -2.66% | -0.36%-2.3pp | 651.19%-653.8pp | -0.04%-2.6pp |
| Employer contribution / active EE | $3,852 | $3,856-0.1% | $5,605-31.3% | $2,405+60.2% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $139 | $86+61.6% | $10,705-98.7% | $102+35.5% |