Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC3+ years Filed as: STIFEL NICOLAUS Service code 19 · EIN 43-0538770 501 N BROADWAY · ST LOUIS, MO 63102 | Securities Custodian | $18,265 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 94-1737782 | Securities Custodian | $12,317 |
Filed as: CONSOLIDATED TRUST OPERATIONS Service code 49 PO BOX 779 · JEFFERSON CITY, MO 65102 | Other Services | $9,432 |
NMWMC1 year Service code 27 · EIN 39-2018056 | Advisory (Plan) | $7,262 |
LANDMARK EQUITY ADVISORS LLC3+ years Filed as: LANDMARK BANK Service code 19 801 EAST BROADWAY · COLUMBIA, MO 65205 | Securities Custodian | $4,943 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,100 |
NMIS1 year Service code 57 · EIN 52-2114207 | Redemption fees; Other investment fee... | $95 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $205,335 | $55,453+270.3% | $170,439+20.5% | $62,293+229.6% |
| Participation rate | 99.3% | 66.4%+32.9pp | 83.6%+15.7pp | 69.5%+29.8pp |
| Annual return | 15.71% | 21.38%-5.7pp | 205.94%-190.2pp | 28.90%-13.2pp |
| Employer contribution / active EE | $8,259 | $2,164+281.7% | $5,433+52.0% | $2,042+304.4% |
| Participant deferral / active EE | $4,369 | $2,303+89.7% | $4,939-11.6% | $3,169+37.9% |
| Admin fee / account holder | $420 | $455-7.7% | $13,881-97.0% | $479-12.4% |