Filed March 30, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
US BANK1+ years Service code 13 · EIN 41-0417860 | Contract Administrator | $78,460 |
THOMSON HORSTMANN & BRYANT1+ years Filed as: THOMSON, HORSTMANN & BRYANT, INC. Service code 27 · EIN 22-3508647 | Advisory (Plan) | $45,212 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL GLOBAL ADVISORS Service code 27 · EIN 42-0127290 | Advisory (Plan) | $36,545 |
CHICAGO EQUITY PARTNERS1+ years Filed as: CHICAGO EQUITY Service code 27 · EIN 34-4338679 | Advisory (Plan) | $34,607 |
DEMARCH ASSOCIATES1+ years Service code 27 · EIN 43-1493130 | Advisory (Plan) | $32,373 |
NAVELLIER & ASSOCIATES INC1+ years Filed as: NAVELLIER Service code 27 · EIN 88-0240393 | Advisory (Plan) | $9,196 |
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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 | $0 | $381,942,733-100.0% | $139,743-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.6%-22.6pp | 0.0%0pp |
| Annual return | 7.11% | 4.86%+2.2pp | 4.96%+2.2pp | 9.19%-2.1pp |
| Employer contribution / active EE | $3,964 | $7,571-47.6% | $29,749-86.7% | $12,608-68.6% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $3,369-100.0% | $2,655,710-100.0% |