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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $8,696 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL & COMPANY, INCORPORATED Service code 27 501 N. BROADWAY · ST LOUIS, MO 63102 | Advisory (Plan) | $5,941 |
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 | $39,629 | $42,396-6.5% | $67,313-41.1% | $56,287-29.6% |
| Participation rate | 91.2% | 61.0%+30.2pp | 69.1%+22.1pp | 69.9%+21.3pp |
| Annual return | -3.32% | -36.63%+33.3pp | -4.08%+0.8pp | -9.96%+6.6pp |
| Employer contribution / active EE | $757 | $1,414-46.4% | $2,566-70.5% | $2,111-64.1% |
| Participant deferral / active EE | $2,712 | $2,360+14.9% | $3,568-24.0% | $3,350-19.0% |
| Admin fee / account holder | $88 | $510-82.8% | $4,507-98.1% | $521-83.1% |