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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC5 years Filed as: STIFEL Service code 28 · EIN 43-1273600 | Investment Management | $24,824 |
EXETER TRUST COMPANY1 year Service code 28 · EIN 02-0476209 | Investment Management | $8,606 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $347,522 | $101,672+241.8% | $147,117+136.2% | $74,478+366.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 6.54% | 8757.83%-8751.3pp | 420.54%-414.0pp | 1370.56%-1364.0pp |
| Employer contribution / active EE | $8,818 | $3,813+131.2% | $4,932+78.8% | $2,626+235.8% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $92 | $1,753-94.8% | $12,993-99.3% | $1,946-95.3% |