Filed October 9, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $88,170 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS & CO. Service code 27 · EIN 43-0538770 | Advisory (Plan) | $23,511 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 99 · EIN 22-1211670 | Other Fees | $20,448 |
Filed as: PRUDENTIAL TRUST CO. Service code 51 · EIN 23-6994310 | Investment Mgmt Fees | $12,269 |
Filed as: VANDER PLOEG, BERGAKKER & ASSOCIATE Service code 10 · EIN 38-2445537 | Accounting | $9,575 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,944 | $51,447+34.0% | $104,639-34.1% | $73,412-6.1% |
| Participation rate | 99.6% | 68.2%+31.3pp | 74.1%+25.5pp | 72.2%+27.4pp |
| Annual return | 10.09% | 25.06%-15.0pp | 340.67%-330.6pp | 59.30%-49.2pp |
| Employer contribution / active EE | $4,549 | $1,441+215.7% | $2,682+69.6% | $2,234+103.7% |
| Participant deferral / active EE | $3,602 | $3,058+17.8% | $3,738-3.6% | $3,806-5.4% |
| Admin fee / account holder | $116 | $122-4.5% | $6,465-98.2% | $158-26.2% |