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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $37,996 |
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL NICOLAUS AND CO INC Service code 26 · EIN 43-0538770 | Advisory (Participants) | $18,723 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,576 | $96,484-71.4% | $156,263-82.4% | $74,304-62.9% |
| Participation rate | 66.5% | 67.7%-1.2pp | 78.9%-12.4pp | 60.3%+6.1pp |
| Annual return | 11.97% | 17.73%-5.8pp | 59.47%-47.5pp | 29.43%-17.5pp |
| Employer contribution / active EE | $2,234 | $2,528-11.6% | $4,333-48.4% | $2,241-0.3% |
| Participant deferral / active EE | $2,882 | $4,286-32.8% | $6,158-53.2% | $3,767-23.5% |
| Admin fee / account holder | $206 | $3,728-94.5% | $14,255-98.6% | $2,969-93.1% |