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| Provider | Service type | Compensation |
|---|---|---|
PENSION LIVE, LLC4 years Filed as: PENSION LIVE LLC Service code 11 · EIN 26-2239692 2777 N STEMMONS FWY · DALLAS, TX 75207 | Actuarial | $20,616 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $13,063 |
UBS FINANCIAL SERVICES INC6+ years Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $10,167 |
THE WHITLOCK COMPANY5 years Filed as: THE WHITLOCK COMPANY LLP. Service code 10 · EIN 43-1365401 3271 EAST BATTLEFIELD · SPRINGFIELD, MO 65804 | Accounting | $9,800 |
COMMERCE BANK4 years Service code 21 1345 E. BATTLEFIELD, 3RD FLOOR · SPRINGFIELD, MO 65804 | Bank Trustee | $2,950 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | 5.84% | 10.60%-4.8pp | -2.84%+8.7pp | 627.08%-621.2pp |
| Employer contribution / active EE | $12,207 | $19,729-38.1% | $33,329-63.4% | $18,824-35.1% |
| Participant deferral / active EE | $0 | $349-100.0% | $51-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |