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| Provider | Service type | Compensation |
|---|---|---|
PENSION LIVE, LLC1 year Filed as: PENSION LIVE LLC Service code 11 · EIN 26-2239692 2777 N STEMMONS FWY · DALLAS, TX 75207 | Actuarial | $38,626 |
ERNST & YOUNG LLP3+ years Service code 10 · EIN 13-3364256 2323 VICTORY AVENUE · DALLAS, TX 75219 | Accounting | $26,131 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $13,013 |
THE WHITLOCK COMPANY2 years Filed as: THE WHITLOCK COMPANY LLP. Service code 10 · EIN 43-1365401 3271 EAST BATTLEFIELD · SPRINGFIELD, MO 65804 | Accounting | $9,200 |
UBS FINANCIAL SERVICES INC3+ years Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $7,609 |
COMMERCE BANK1 year Service code 21 1345 E. BATTLEFIELD, 3RD FLOOR · SPRINGFIELD, MO 65804 | Bank Trustee | $1,912 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $44,091-100.0% | $144,462-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 4.5%-4.5pp |
| Annual return | 4.87% | 22.74%-17.9pp | 16.78%-11.9pp | 13.95%-9.1pp |
| Employer contribution / active EE | $10,679 | $16,157-33.9% | $26,328-59.4% | $16,598-35.7% |
| Participant deferral / active EE | $0 | $350-100.0% | $97-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $20,893-100.0% | $612-100.0% |