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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $24,460 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS & CO INC. Service code 27 501 N. BROADWAY · ST. LOUIS, MO 63102 | Advisory (Plan) | $10,375 |
Filed as: BUCKINGHAM ASSET MANAGEMENT. Service code 27 8182 MARYLAND AVE · ST LOUIS, MO 63105 | Advisory (Plan) | $10,165 |
EAGLES STRATEGIES, LLC7 years Service code 27 51 MADISON AVE · NEW YORK, NY 10010 | Advisory (Plan) | $8,891 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,989 | $59,448-10.9% | $93,696-43.4% | $74,459-28.8% |
| Participation rate | 82.3% | 59.6%+22.7pp | 68.7%+13.6pp | 67.2%+15.1pp |
| Annual return | 8.98% | 82.11%-73.1pp | 133.74%-124.8pp | 1369.70%-1360.7pp |
| Employer contribution / active EE | $1,066 | $1,266-15.8% | $2,422-56.0% | $2,626-59.4% |
| Participant deferral / active EE | $4,329 | $3,052+41.9% | $4,417-2.0% | $4,350-0.5% |
| Admin fee / account holder | $339 | $3,027-88.8% | $8,287-95.9% | $1,945-82.6% |