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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 43-0514606 | Accounting | $126,455 |
STIFEL NICOLAUS & CO INC4+ years Filed as: STIFEL NICOLAUS & CO Service code 19 · EIN 43-0538770 | Securities Custodian | $104,023 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 | Actuarial | $79,337 |
RSM US LLP2 years Service code 17 8182 MARYLAND AVENUE, SUITE 900 · ST. LOUIS, MO 63105 | Pension Consulting | $28,290 |
ANDERS MINKLER HUBER & HELM LLP4+ years Service code 10 · EIN 43-0831507 | Accounting | $19,400 |
ADP BROKER-DEALER1 year Filed as: ADP Service code 49 1 ADP BOULEVARD · ROSELAND, NJ 07068 | Other Services | $15,427 |
SCHUCHAT, COOK & WERNER4+ years Service code 29 · EIN 43-0763010 | Legal | $14,264 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -7.00% | -0.94%-6.1pp | -2.18%-4.8pp | 33.37%-40.4pp |
| Employer contribution / active EE | $370 | $12,464-97.0% | $38,751-99.0% | $11,253-96.7% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |