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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $13,816 |
Service code 49 · EIN 62-1114363 | Other Services | $13,000 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL, NICOLAUS & COMPANY INC Service code 34 ONE FINANCIAL PLAZA · ST. LOUIS, MO 63102 | Valuation (appraisals, etc.); Other fees | $7,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,533 | $100,272-90.5% | $170,043-94.4% | $74,460-87.2% |
| Participation rate | 99.8% | 87.4%+12.4pp | 87.0%+12.7pp | 70.7%+29.0pp |
| Annual return | 53.64% | 66.12%-12.5pp | 53.40%+0.2pp | 34.38%+19.3pp |
| Employer contribution / active EE | $0 | $4,266-100.0% | $6,790-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $0 | $7,147-100.0% | $10,410-100.0% | $4,530-100.0% |
| Admin fee / account holder | $88 | $235-62.6% | $12,824-99.3% | $348-74.7% |