Filed October 25, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $196,161 |
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL PEARLSTREET INVESTMENT MGMT Service code 27 · EIN 43-0538770 | Advisory (Plan) | $90,524 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,879 |
MERCER1 year Filed as: MERCER (US) INC. Service code 16 · EIN 13-2834414 | Consulting | $15,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,043 | $96,261-47.0% | $76,768-33.5% | $68,904-25.9% |
| Participation rate | 77.8% | 87.0%-9.2pp | 77.0%+0.8pp | 74.1%+3.6pp |
| Annual return | -4.18% | -0.85%-3.3pp | 2.43%-6.6pp | 1.07%-5.3pp |
| Employer contribution / active EE | $2,111 | $3,303-36.1% | $2,485-15.1% | $2,540-16.9% |
| Participant deferral / active EE | $3,381 | $5,537-38.9% | $3,852-12.2% | $4,015-15.8% |
| Admin fee / account holder | $51 | $73-29.5% | $6,676-99.2% | $71-28.0% |