Filed April 10, 2017
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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC3 years Service code 27 · EIN 43-0538770 | Advisory (Plan) | $34,831 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,212 |
BKD, LLP1 year Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $10,200 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,423 | $56,152+5.8% | $185,823-68.0% | $73,409-19.1% |
| Participation rate | 36.8% | 67.6%-30.8pp | 78.0%-41.2pp | 72.2%-35.4pp |
| Annual return | 16.86% | 17.59%-0.7pp | 35.95%-19.1pp | 59.29%-42.4pp |
| Employer contribution / active EE | $1,217 | $1,532-20.5% | $4,087-70.2% | $2,234-45.5% |
| Participant deferral / active EE | $1,803 | $3,659-50.7% | $5,632-68.0% | $3,805-52.6% |
| Admin fee / account holder | $134 | $132+1.2% | $9,500-98.6% | $158-15.4% |