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| Provider | Service type | Compensation |
|---|---|---|
STANLEY BENEFIT SERVICES, INC.4+ years Service code 15 · EIN 20-4006400 | Recordkeeping | $63,987 |
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL INVESTMENT SERVICES Service code 26 629 GREEN VALLEY ROAD · GREENSBORO, NC 27408 | Advisory (Participants) | $31,844 |
TDAMERITRADE4+ years Filed as: TDAMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (other than securities); Di... | $7,739 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,925 | $62,928-63.6% | $172,739-86.7% | $67,579-66.1% |
| Participation rate | 86.5% | 64.5%+22.0pp | 82.6%+3.8pp | 71.3%+15.2pp |
| Annual return | 1.93% | 30.36%-28.4pp | 802.84%-800.9pp | 378.56%-376.6pp |
| Employer contribution / active EE | $817 | $1,636-50.1% | $5,143-84.1% | $2,148-62.0% |
| Participant deferral / active EE | $1,650 | $2,145-23.1% | $5,198-68.3% | $3,539-53.4% |
| Admin fee / account holder | $136 | $167-18.3% | $13,954-99.0% | $142-4.3% |