Filed April 7, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC3 years Filed as: STIFEL, NICOLAUS & COMPANY, INC Service code 27 · EIN 43-0538770 | Advisory (Plan) | $25,000 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $17,773 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 15 · EIN 35-2091834 | Recordkeeping | $9,036 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,899 | $55,437-17.2% | $155,534-70.5% | $74,459-38.4% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 14.31% | 269.58%-255.3pp | 64.92%-50.6pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $2,441 | $2,266+7.7% | $4,675-47.8% | $2,626-7.0% |
| Participant deferral / active EE | $3,500 | $2,837+23.4% | $5,630-37.8% | $4,350-19.5% |
| Admin fee / account holder | $307 | $1,742-82.4% | $15,900-98.1% | $1,945-84.2% |