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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC3+ years Filed as: STIFEL NICOLAUS INSURANCE AGENCY Service code 55 501 N BROADWAY · SAINT LOUIS, MO 63102 | Other Commissions | $22,367 |
DEFINITI LLC3+ years Filed as: DEFINITI, LLC Service code 49 3 HOLLAND ST · ERIE, PA 16507 | Other Services | $9,838 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,938 | $59,467-32.8% | $93,727-57.4% | $74,478-46.4% |
| Participation rate | 90.2% | 59.6%+30.6pp | 68.7%+21.5pp | 67.2%+23.0pp |
| Annual return | 11.31% | 82.14%-70.8pp | 133.83%-122.5pp | 1370.56%-1359.3pp |
| Employer contribution / active EE | $581 | $1,267-54.2% | $2,421-76.0% | $2,626-77.9% |
| Participant deferral / active EE | $3,685 | $3,052+20.8% | $4,417-16.6% | $4,350-15.3% |
| Admin fee / account holder | $191 | $3,028-93.7% | $8,292-97.7% | $1,946-90.2% |