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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC6+ years Filed as: STIFEL NICOLAUS AND CO INC Service code 55 | Other Commissions | $23,009 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $16,309 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,846 |
Filed as: ADVISED ASSET GROUP, LLC Service code 55 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other Commissions | $8,029 |
Filed as: PENSION PERFORMANCE INC Service code 13 | Contract Administrator | $5,833 |
Filed as: THE BENEFITS CONSULTING GRO Service code 49 | Other Services | $2,389 |
Service code 49 · EIN 36-3533281 | Other Services | $2,389 |
Filed as: GREAT WEST LIFE INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $251 |
Filed as: PENSION PERFORMANCE, INC Service code 13 · EIN 36-4136186 2552 DIVISION STREET, SUITE 104 · JOLIET, IL 60435 | Contract Administrator | $0 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS & CO, INC Service code 55 · EIN 43-0538770 501 N BROADWAY · ST LOUIS, MO 63102 | Other Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $175,903 | $70,917+148.0% | $98,916+77.8% | $73,493+139.3% |
| Participation rate | 93.0% | 73.8%+19.2pp | 76.0%+17.0pp | 70.7%+22.3pp |
| Annual return | 11.16% | 34.18%-23.0pp | 196.45%-185.3pp | 28.51%-17.4pp |
| Employer contribution / active EE | $4,293 | $2,037+110.7% | $2,689+59.6% | $2,270+89.1% |
| Participant deferral / active EE | $6,937 | $3,501+98.2% | $4,245+63.4% | $3,740+85.5% |
| Admin fee / account holder | $192 | $535-64.0% | $6,642-97.1% | $513-62.5% |