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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 BE INVESTMENT ADVISERS INC · WAYZATA, MN 55391 | Advisory (Plan) | $8,688 |
PENSION ASSURANCE LLP1 year Filed as: B & E PENSION ADVISERS INC Service code 13 B E PENSION ADVISERS INC · RICE LAKE, WI 54868 | Contract Administrator | $150 |
Service code 64 GREAT-WEST LIFE ANNUITY INSURANCE · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,744 | $80,753-18.6% | $136,298-51.8% | $62,293+5.5% |
| Participation rate | 83.7% | 73.5%+10.2pp | 81.9%+1.8pp | 69.5%+14.2pp |
| Annual return | 3.66% | 35.83%-32.2pp | 5156.27%-5152.6pp | 28.90%-25.2pp |
| Employer contribution / active EE | $90 | $2,884-96.9% | $4,696-98.1% | $2,042-95.6% |
| Participant deferral / active EE | $569 | $5,164-89.0% | $6,247-90.9% | $3,169-82.0% |
| Admin fee / account holder | $1 | $525-99.8% | $9,244-100.0% | $479-99.8% |