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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL, NICOLAUS AND COMPANY Service code 27 · EIN 43-0538770 | Advisory (Plan) | $42,500 |
BOUMA CORPORATION2 years Service code 49 · EIN 38-1395711 | Other Services | $8,204 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,099 |
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 | $75,336 | $55,449+35.9% | $83,831-10.1% | $56,289+33.8% |
| Participation rate | 98.8% | 68.0%+30.8pp | 76.1%+22.6pp | 69.9%+28.9pp |
| Annual return | 11.17% | -1.38%+12.6pp | 850.99%-839.8pp | -9.96%+21.1pp |
| Employer contribution / active EE | $2,577 | $2,430+6.0% | $3,631-29.0% | $2,111+22.1% |
| Participant deferral / active EE | $2,920 | $2,935-0.5% | $4,082-28.5% | $3,350-12.8% |
| Admin fee / account holder | $21 | $656-96.9% | $5,479-99.6% | $521-96.1% |