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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL, NICOLAUS & COMPANY INC. Service code 16 · EIN 43-0538770 | Consulting | $53,108 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV. INST. OPER. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $26,115 |
WILLIS TOWERS WATSON US LLC4 years Service code 16 · EIN 53-0181291 | Consulting | $23,434 |
DYKEMA GOSSETT PLLC2 years Service code 16 · EIN 38-1446628 | Consulting | $21,678 |
GJC CPA'S & ADVISORS3 years Service code 10 · EIN 38-2029668 | Accounting | $16,350 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,447 | $110,282+137.1% | $102,423+155.3% | $199,921+30.8% |
| Participation rate | 98.6% | 86.3%+12.3pp | 76.5%+22.1pp | 72.0%+26.6pp |
| Annual return | 16.23% | 35.75%-19.5pp | 29.42%-13.2pp | 34.28%-18.1pp |
| Employer contribution / active EE | $8,866 | $3,603+146.1% | $3,023+193.3% | $3,035+192.1% |
| Participant deferral / active EE | $12,624 | $6,376+98.0% | $5,054+149.8% | $5,089+148.1% |
| Admin fee / account holder | $132 | $122+8.1% | $9,455-98.6% | $269-50.9% |