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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL NICOLAUS AND COMPANY INC. Service code 99 · EIN 43-0538770 501 N BROADWAY · SAINT LOUIS, MO 63102 | Other Fees | $0 |
UNITED BENEFIT PENSIONS INC.2 years Filed as: UNITED BENEFIT PENSIONS, INC. Service code 49 · EIN 36-4517541 175 BROADHOLLOW RD, SUITE 160 · MELVILLE, NY 11747 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,543 | $50,458-37.5% | $160,009-80.3% | $64,819-51.3% |
| Participation rate | 31.9% | 68.0%-36.2pp | 78.0%-46.1pp | 71.5%-39.6pp |
| Annual return | -27.99% | -13.42%-14.6pp | 408.85%-436.8pp | 32.84%-60.8pp |
| Employer contribution / active EE | $915 | $1,722-46.9% | $4,225-78.3% | $2,507-63.5% |
| Participant deferral / active EE | $1,629 | $4,004-59.3% | $6,183-73.7% | $4,311-62.2% |
| Admin fee / account holder | $89 | $706-87.4% | $8,715-99.0% | $188-52.8% |