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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC5 years Filed as: STIFEL, NICOLAUS & CO, INC. Service code 26 501 N BROADWAY · ST. LOUIS, MO 63102 | Advisory (Participants) | $21,775 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $17,778 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,121 | $27,924+43.7% | $58,534-31.5% | $75,173-46.6% |
| Participation rate | 76.3% | 38.8%+37.4pp | 50.9%+25.4pp | 67.2%+9.1pp |
| Annual return | 23.48% | 44.20%-20.7pp | 4248.32%-4224.8pp | 160.65%-137.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,054-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,924-100.0% | $4,126-100.0% |
| Admin fee / account holder | $353 | $1,726-79.5% | $2,519-86.0% | $5,651-93.8% |