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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC3 years Filed as: STIFEL, NICOLAUS AND COMPANY Service code 27 · EIN 43-0538770 | Advisory (Plan) | $16,733 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,875 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $146,112-100.0% | $133,543,011-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.0%-27.0pp | 8.0%-8.0pp | 47.3%-47.3pp |
| Annual return | 17.58% | 4.63%+12.9pp | 29.77%-12.2pp | 12.16%+5.4pp |
| Employer contribution / active EE | $113,480 | $51,918+118.6% | $33,607+237.7% | $44,747+153.6% |
| Participant deferral / active EE | $0 | $59-100.0% | $96-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $282,686-100.0% | $835,310-100.0% | $17,640-100.0% |