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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC2+ years Service code 55 501 N BROADWAY · ST. LOUIS, MT 63102 | Other Commissions | $15,497 |
VANACORE DEBENEDICTUS1 year Filed as: VANACORE, DEBENEDICTUS, DIGIOVANNI Service code 10 11 RACQUET RD · NEWBURGH, NY 12550 | Accounting | $12,500 |
DANZIGER & MARKHOFF LLP2+ years Filed as: DANZIGER AND MARKHOFF LLP Service code 13 1133 WESTCHESTER AVE. · WHITE PLAINS, NY 10604 | Contract Administrator | $12,147 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $978 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $175 |
TD AMERITRADE, INC.1 year Service code 33 | Securities brokerage | $0 |
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 | $40,976 | $75,183-45.5% | $123,894-66.9% | $55,167-25.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 10.68% | 19.01%-8.3pp | 47.52%-36.8pp | 169.23%-158.5pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,350 | $5,084-53.8% | $5,984-60.7% | $3,054-23.1% |
| Admin fee / account holder | $9 | $663-98.7% | $8,357-99.9% | $504-98.2% |