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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC1+ years Service code 55 501 N BROADWAY · ST. LOUIS, MT 63102 | Other Commissions | $35,662 |
DANZIGER & MARKHOFF LLP1+ years Filed as: DANZIGER AND MARKHOFF LLP Service code 13 123 MAIN STREET · WHITE PLAINS, NY 10601 | Contract Administrator | $14,111 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $231 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $54 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,980 | $70,002-48.6% | $115,038-68.7% | $52,331-31.2% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | -2.19% | 4.04%-6.2pp | 26.14%-28.3pp | 4.54%-6.7pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,594 | $4,920-47.3% | $6,026-57.0% | $3,022-14.2% |
| Admin fee / account holder | $6 | $566-98.9% | $8,175-99.9% | $592-99.0% |