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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $150,006 |
LIFESTYLE RETIREMENT COMPANY8 years Service code 13 · EIN 25-1867808 | Contract Administrator | $20,321 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS & COMPANY INC. Service code 49 | Other Services | $17,762 |
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL NICOLAUS & COMPANY INC Service code 49 · EIN 43-0538770 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,708 | $44,897-9.3% | $84,966-52.1% | $199,593-79.6% |
| Participation rate | 17.9% | 45.7%-27.8pp | 67.5%-49.6pp | 72.0%-54.1pp |
| Annual return | 13.88% | 20.96%-7.1pp | 66.38%-52.5pp | 34.25%-20.4pp |
| Employer contribution / active EE | $116 | $1,365-91.5% | $2,727-95.8% | $3,034-96.2% |
| Participant deferral / active EE | $596 | $2,668-77.7% | $4,519-86.8% | $5,087-88.3% |
| Admin fee / account holder | $463 | $584-20.8% | $6,149-92.5% | $269+72.1% |