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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC10+ years Filed as: STIFEL NICOLAUS & CO Service code 19 · EIN 43-0538770 | Securities Custodian | $141,918 |
BENESYS, INC.5 years Filed as: BENESYS Service code 14 13801 RIVERPORT, SUITE 501 · MARYLAND HEIGHTS, MO 63043 | Plan Administrator | $136,128 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 | Actuarial | $32,825 |
SCHUCHAT, COOK & WERNER10+ years Service code 29 555 WASHINGTON AVE SUITE 520 · ST. LOUIS, MO 63101 | Legal | $10,816 |
UNION INSURANCE GROUP2 years Service code 23 717 MULBERRY ST · DES MOINES, IA 50309 | Insurance services; Direct payment fr... | $9,525 |
ADP BROKER-DEALER7 years Filed as: ADP Service code 49 1 ADP BOULEVARD · ROSELAND, NJ 07068 | Other Services | $6,996 |
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Employer contribution per participant 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 | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 15.12% | 5.34%+9.8pp | 9.14%+6.0pp | 9.30%+5.8pp |
| Employer contribution / active EE | $439 | $9,329-95.3% | $40,523-98.9% | $12,551-96.5% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |