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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK3+ years Service code 19 · EIN 48-0962626 | Securities Custodian | $113,389 |
BENESYS, INC.3+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $104,458 |
NEPC, LLC3+ years Service code 16 · EIN 26-1429809 | Consulting | $25,000 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $13,039 |
HARTNETT REYES-JONES, LLC3+ years Filed as: HARTNETT GLADNEY HETTERMAN, LLC Service code 29 · EIN 43-1205253 | Legal | $12,443 |
PURK & ASSOCIATES, P.C.2 years Filed as: PURK & ASSOCIATES, P.C Service code 10 · EIN 26-4532849 | Accounting | $6,300 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,717 | $68,904-56.9% | $79,472-62.6% | $68,904-56.9% |
| Participation rate | 96.3% | 74.1%+22.2pp | 73.3%+23.0pp | 74.1%+22.2pp |
| Annual return | 4.11% | 1.07%+3.0pp | 718.32%-714.2pp | 1.07%+3.0pp |
| Employer contribution / active EE | $2,102 | $2,540-17.3% | $2,801-24.9% | $2,540-17.3% |
| Participant deferral / active EE | $0 | $4,015-100.0% | $3,704-100.0% | $4,015-100.0% |
| Admin fee / account holder | $50 | $71-29.5% | $5,104-99.0% | $71-29.5% |