Filed December 2, 1993
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL INVESTMENT SERVICES Service code 27 · EIN 43-0538770 577 MULBERRY STREET · MACON, GA 31201 | Advisory (Plan) | $145,150 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST Service code 11 · EIN 83-3455979 7800 MCCLOUD ROAD · GREENSBORO, NC 27409 | Actuarial | $49,500 |
Filed as: MID-ATLANTIC TRUST CO. Service code 21 · EIN 27-3169253 1251 WATERFRONT PLACE · PITTSBURGH, PA 15222 | Bank Trustee | $14,052 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $62,703-100.0% | $80,293-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 5.6%-5.6pp | 12.4%-12.4pp |
| Annual return | 13.00% | 9.49%+3.5pp | 15.31%-2.3pp | 9.89%+3.1pp |
| Employer contribution / active EE | $0 | $12,214-100.0% | $28,686-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $74-100.0% | $126-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $547-100.0% | $456-100.0% | $9,084-100.0% |