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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC2 years Service code 99 501 N BROADWAY · ST LOUIS, MO 63102 | Other Fees | $40,776 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 95-1411037 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $20,625 |
WILLIAMS BENEFIT CONSULTING, LLC10+ years Service code 13 · EIN 46-1499818 3835 E. LAKE CENTRE, STE 100 · QUINCY, IL 62305 | Contract Administrator | $11,533 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,923 | $82,972-57.9% | $103,374-66.2% | $77,671-55.0% |
| Participation rate | 84.0% | 71.5%+12.5pp | 74.5%+9.5pp | 70.6%+13.5pp |
| Annual return | 16.84% | 19.14%-2.3pp | 24.89%-8.0pp | 31.21%-14.4pp |
| Employer contribution / active EE | $816 | $3,554-77.0% | $3,869-78.9% | $2,726-70.1% |
| Participant deferral / active EE | $2,125 | $4,108-48.3% | $5,058-58.0% | $4,648-54.3% |
| Admin fee / account holder | $271 | $639-57.5% | $8,394-96.8% | $430-37.0% |