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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL, NICOLAUS & COMPANY, INC. Service code 55 | Other Commissions | $13,823 |
WILLIAMS BENEFIT CONSULTING, LLC2+ years Service code 13 · EIN 46-1499818 3835 E. LAKE CENTRE DRIVE, STE 100 · QUINCY, IL 62305 | Contract Administrator | $6,000 |
GRAY HUNTER STENN LLP1 year Service code 10 · EIN 36-3077757 1200 HARGER ROAD, STE 521 · OAK BROOK, IL 60523 | Accounting | $5,000 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $3,400 |
DILLMAN & ASSOCIATES1 year Service code 10 · EIN 27-3138532 523 SOUTH 8TH STREET · QUINCY, IL 62301 | Accounting | $3,325 |
THOMPSON COBURN LLP1 year Service code 29 · EIN 43-0666662 ONE US BANK PLAZA · ST. LOUIS, MO 63101 | Legal | $1,568 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 33 · EIN 47-0533629 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $120 |
TD AMERITRADE, INC.2+ years Service code 33 | Securities brokerage | $0 |
Participant 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 | $24,847 | $52,884-53.0% | $84,753-70.7% | $55,167-55.0% |
| Participation rate | 77.8% | 67.5%+10.3pp | 76.6%+1.2pp | 69.0%+8.8pp |
| Annual return | 8.45% | 18.03%-9.6pp | 22.78%-14.3pp | 169.23%-160.8pp |
| Employer contribution / active EE | $1,514 | $2,233-32.2% | $3,574-57.6% | $1,963-22.9% |
| Participant deferral / active EE | $1,056 | $2,644-60.1% | $3,712-71.5% | $3,054-65.4% |
| Admin fee / account holder | $83 | $581-85.8% | $5,333-98.5% | $504-83.6% |