Filed January 13, 2015 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
COWEN & COMPANY LLC2 years Filed as: COWEN EXECUTION SERVICES, LLC Service code 50 · EIN 84-1702964 | Direct Payment | $510,050 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $151,441 |
NEPC, LLC3+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $65,883 |
Service code 16 3071 PERAL RD · MEDINA, OH 44256 | Consulting | $23,375 |
MAYER HOFFMAN MCCANN P.C.2 years Filed as: MAYER HOFFMAN MCCANN, PC Service code 10 · EIN 43-1947695 | Accounting | $22,149 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage | $9,244 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,070 | $106,972-1.8% | $71,671+46.6% | $80,976+29.8% |
| Participation rate | 88.4% | 64.4%+24.0pp | 68.7%+19.7pp | 68.3%+20.2pp |
| Annual return | 20.64% | 23.84%-3.2pp | 20.65%0pp | 22.91%-2.3pp |
| Employer contribution / active EE | $6,280 | $4,034+55.7% | $2,460+155.3% | $2,402+161.4% |
| Participant deferral / active EE | $0 | $3,800-100.0% | $3,438-100.0% | $3,848-100.0% |
| Admin fee / account holder | $5 | $97-94.7% | $5,558-99.9% | $67-92.5% |