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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC1 year Service code 27 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Plan) | $17,846 |
WILLIAMS BENEFIT CONSULTING, LLC9+ years Service code 13 · EIN 46-1499818 3835 E. LAKE CENTRE, STE 100 · QUINCY, IL 62305 | Contract Administrator | $13,216 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 95-1411037 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $3,424 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,849 | $76,696-58.5% | $96,538-67.0% | $71,529-55.5% |
| Participation rate | 82.0% | 66.6%+15.4pp | 74.3%+7.7pp | 67.9%+14.1pp |
| Annual return | 20.58% | 48.32%-27.7pp | 35.74%-15.2pp | 28.97%-8.4pp |
| Employer contribution / active EE | $1,265 | $3,032-58.3% | $3,740-66.2% | $2,590-51.2% |
| Participant deferral / active EE | $1,925 | $3,770-48.9% | $4,880-60.6% | $4,291-55.1% |
| Admin fee / account holder | $138 | $2,030-93.2% | $6,737-98.0% | $1,588-91.3% |