Filed April 10, 2017
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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC7 years Service code 27 · EIN 43-0538770 | Advisory (Plan) | $48,426 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,783 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,914 | $62,686+3.6% | $178,505-63.6% | $77,762-16.5% |
| Participation rate | 32.5% | 66.9%-34.4pp | 77.1%-44.7pp | 70.6%-38.1pp |
| Annual return | 14.25% | 16.16%-1.9pp | 27.16%-12.9pp | 31.27%-17.0pp |
| Employer contribution / active EE | $1,130 | $1,914-41.0% | $3,955-71.4% | $2,728-58.6% |
| Participant deferral / active EE | $2,083 | $4,224-50.7% | $6,280-66.8% | $4,651-55.2% |
| Admin fee / account holder | $136 | $386-64.8% | $10,428-98.7% | $433-68.6% |