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| Provider | Service type | Compensation |
|---|---|---|
P&P WELFARE EDUCATIONAL FUND2 years Service code 15 · EIN 43-0657966 | Recordkeeping | $238,360 |
COMMERCE BANK5+ years Service code 19 · EIN 43-0356370 | Securities Custodian | $167,886 |
GREAT LAKES ADVISORS, LLC5+ years Filed as: GREAT LAKES ADVISORS LLC Service code 28 · EIN 80-0292839 | Investment Management | $59,150 |
ANDERS MINKLER HUBER & HELM LLP5+ years Service code 10 · EIN 43-0831507 | Accounting | $33,099 |
MARQUETTE ASSOCIATES5+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $30,000 |
Service code 29 · EIN 43-1205253 | Legal | $22,130 |
NEWTOWER TRUST COMPANY4 years Service code 21 · EIN 30-0872552 | Bank Trustee | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,243 | $66,051+27.5% | $92,916-9.3% | $77,775+8.3% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 14.95% | 20.69%-5.7pp | 109.45%-94.5pp | 32.58%-17.6pp |
| Employer contribution / active EE | $5,468 | $3,426+59.6% | $3,654+49.7% | $2,504+118.4% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $124 | $148-16.0% | $5,796-97.9% | $100+24.1% |