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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,801 |
STIFEL NICOLAUS & CO INC3 years Filed as: STIFEL NICOLAUS AND CO INC Service code 55 · EIN 43-0538770 501 N BROADWAY · ST LOUIS, MO 63102 | Other Commissions | $17,705 |
PENSION PERFORMANCE, INC.3 years Filed as: PENSION PERFORMANCE INC Service code 13 · EIN 36-4136186 2551 DIVISION ST STE 104 · JOLETT, IL 60435 | Contract Administrator | $3,639 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $42,573 | $66,319-35.8% | $93,621-54.5% | $65,185-34.7% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 19.80% | 42.59%-22.8pp | 32.76%-13.0pp | 29.38%-9.6pp |
| Employer contribution / active EE | $5,859 | $2,013+191.1% | $2,719+115.5% | $2,177+169.2% |
| Participant deferral / active EE | $7,448 | $3,343+122.8% | $4,070+83.0% | $3,514+112.0% |
| Admin fee / account holder | $364 | $6,900-94.7% | $7,890-95.4% | $847-57.0% |