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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,855 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS & COMPANY INC Service code 49 · EIN 43-0538770 | Other Services | $12,088 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,858 | $55,437-51.6% | $155,534-82.7% | $74,459-63.9% |
| Participation rate | 86.2% | 61.9%+24.3pp | 78.2%+8.0pp | 67.2%+19.0pp |
| Annual return | 7.05% | 269.58%-262.5pp | 64.92%-57.9pp | 1369.70%-1362.7pp |
| Employer contribution / active EE | $769 | $2,266-66.1% | $4,675-83.6% | $2,626-70.7% |
| Participant deferral / active EE | $2,393 | $2,837-15.7% | $5,630-57.5% | $4,350-45.0% |
| Admin fee / account holder | $163 | $1,742-90.7% | $15,900-99.0% | $1,945-91.6% |