Filed March 30, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
US BANK1+ years Service code 19 · EIN 41-6271370 | Securities Custodian | $62,888 |
AON CONSULTING1+ years Service code 15 · EIN 22-2232264 | Recordkeeping | $39,352 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL GLOBAL INVESTORS Service code 28 · EIN 42-0127290 | Investment Management | $29,625 |
CHICAGO EQUITY PARTNERS1+ years Service code 28 · EIN 36-4338679 | Investment Management | $28,346 |
DEMARCHE ASSOCIATES, INC.1+ years Filed as: DEMARCHE ASSOCIATES Service code 16 · EIN 43-1432116 | Consulting | $27,027 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN SMITH WALLACE Service code 10 · EIN 43-1001367 | Accounting | $23,969 |
THOMSON HORSTMANN & BRYANT1+ years Filed as: THOMSON, HORSTMANN & BRYANT Service code 28 · EIN 22-0350647 | Investment Management | $22,244 |
GREENSFELDER, HEMKE & GALE, P.C.1+ years Filed as: GREENFELDER, HEMKER & GALE, P.C. Service code 29 · EIN 43-1313567 | Legal | $20,413 |
NAVELLIER & ASSOCIATES INC1+ years Filed as: NAVELLIER ASSOCIATES Service code 28 · EIN 88-0240393 | Investment Management | $6,935 |
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 | $58,097 | $33,232+74.8% | $71,793-19.1% | $63,975-9.2% |
| Participation rate | 98.2% | 60.1%+38.1pp | 69.1%+29.1pp | 71.1%+27.1pp |
| Annual return | 6.74% | 11.99%-5.2pp | 78.04%-71.3pp | 48.65%-41.9pp |
| Employer contribution / active EE | $4,201 | $723+481.2% | $1,924+118.3% | $2,182+92.6% |
| Participant deferral / active EE | $0 | $1,604-100.0% | $2,794-100.0% | $3,356-100.0% |
| Admin fee / account holder | $200 | $63+215.0% | $4,815-95.8% | $70+184.0% |