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| Provider | Service type | Compensation |
|---|---|---|
PENSION LIVE, LLC2 years Filed as: PENSION LIVE LLC Service code 11 · EIN 26-2239692 2777 N STEMMONS FWY · DALLAS, TX 75207 | Actuarial | $39,628 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $13,093 |
THE WHITLOCK COMPANY3 years Filed as: THE WHITLOCK COMPANY LLP. Service code 10 · EIN 43-1365401 3271 EAST BATTLEFIELD · SPRINGFIELD, MO 65804 | Accounting | $9,500 |
UBS FINANCIAL SERVICES INC4+ years Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $6,023 |
COMMERCE BANK2 years Service code 21 1345 E. BATTLEFIELD, 3RD FLOOR · SPRINGFIELD, MO 65804 | Bank Trustee | $2,321 |
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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 | $36,549-100.0% | $157,466-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 11.9%-11.9pp | 4.7%-4.7pp |
| Annual return | -0.23% | -2.68%+2.4pp | 12.68%-12.9pp | -0.69%+0.5pp |
| Employer contribution / active EE | $10,953 | $18,045-39.3% | $22,860-52.1% | $16,786-34.8% |
| Participant deferral / active EE | $0 | $450-100.0% | $123-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $231-100.0% | $2,825-100.0% | $124-100.0% |