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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1 year Filed as: BENESYS Service code 14 13801 RIVERPORT, SUITE 501 · MARYLAND HEIGHTS, MO 63043 | Plan Administrator | $120,960 |
STIFEL NICOLAUS & CO INC6+ years Filed as: STIFEL NICOLAUS & CO Service code 19 · EIN 43-0538770 | Securities Custodian | $103,766 |
Service code 10 · EIN 43-0514606 | Accounting | $62,643 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 | Actuarial | $32,504 |
ANDERS MINKLER HUBER & HELM LLP6+ years Service code 10 · EIN 43-0831507 | Accounting | $23,065 |
SCHUCHAT, COOK & WERNER6+ years Service code 29 · EIN 43-0763010 | Legal | $11,251 |
ADP BROKER-DEALER3 years Filed as: ADP Service code 49 1 ADP BOULEVARD · ROSELAND, NJ 07068 | Other Services | $7,934 |
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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 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 0.0%0pp |
| Annual return | 10.15% | 9.48%+0.7pp | 9.52%+0.6pp | 12.86%-2.7pp |
| Employer contribution / active EE | $411 | $12,808-96.8% | $41,951-99.0% | $13,687-97.0% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |