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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 | $27,943+43.6% | $58,507-31.4% | $75,177-46.6% |
| Participation rate | 76.3% | 38.8%+37.4pp | 50.9%+25.4pp | 67.2%+9.1pp |
| Annual return | 23.48% | 44.22%-20.7pp | 4252.32%-4228.8pp | 160.75%-137.3pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,922-100.0% | $4,126-100.0% |
| Admin fee / account holder | $353 | $1,727-79.6% | $2,486-85.8% | $5,651-93.8% |