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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 27 · EIN 39-0509570 720 E WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Advisory (Plan) | $57,319 |
Filed as: GREAT-WEST LIFE INSURANCE & ANNUITY Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $55,917 |
PANAGIOTU PENSION ADVISORS, INC.3+ years Service code 13 | Contract Administrator | $10,000 |
PANAGIOTU PENSION ADVISORS, INC.3+ years Filed as: PANAGIOTU PENSION ADVISORS, INC Service code 10 · EIN 91-1463664 7350 CIRQUE DRIVE W, SUITE 201 · UNIVERSITY PLACE, WA 98467 | Accounting | $2,775 |
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 | $105,654 | $64,909+62.8% | $82,312+28.4% | $62,293+69.6% |
| Participation rate | 95.8% | 74.9%+21.0pp | 76.9%+18.9pp | 69.5%+26.3pp |
| Annual return | 17.80% | 21.18%-3.4pp | 25.88%-8.1pp | 28.90%-11.1pp |
| Employer contribution / active EE | $3,925 | $1,676+134.2% | $2,428+61.6% | $2,042+92.2% |
| Participant deferral / active EE | $7,444 | $3,103+139.9% | $3,706+100.8% | $3,169+134.9% |
| Admin fee / account holder | $194 | $440-56.0% | $5,608-96.5% | $479-59.6% |