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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,408 |
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL INVESTMENT SERVICES Service code 27 250 PEARL ST · GRAND RAPIDS, MI 49503 | Advisory (Plan) | $18,193 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $68,931 | $38,075+81.0% | $93,419-26.2% | $73,493-6.2% |
| Participation rate | 83.0% | 56.7%+26.2pp | 66.8%+16.2pp | 70.7%+12.3pp |
| Annual return | 15.48% | 17.59%-2.1pp | 78.05%-62.6pp | 28.51%-13.0pp |
| Employer contribution / active EE | $1,173 | $1,117+5.0% | $2,075-43.5% | $2,270-48.3% |
| Participant deferral / active EE | $3,421 | $2,012+70.0% | $3,126+9.4% | $3,740-8.5% |
| Admin fee / account holder | $227 | $351-35.3% | $5,230-95.7% | $513-55.7% |