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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $347,522 | $101,317+243.0% | $146,958+136.5% | $74,495+366.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 6.54% | 8730.91%-8724.4pp | 418.34%-411.8pp | 1364.94%-1358.4pp |
| Employer contribution / active EE | $8,818 | $3,810+131.4% | $4,933+78.8% | $2,623+236.2% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $92 | $1,739-94.7% | $12,998-99.3% | $1,942-95.3% |