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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC1+ years Filed as: DEFINITI, LLC Service code 49 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Other Services | $17,816 |
STIFEL NICOLAUS & CO INC1+ years Filed as: STIFEL NICOLAUS INSURANCE AGENCY Service code 55 501 N BROADWAY · SAINT LOUIS, MO 63102 | Other Commissions | $14,279 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,735 | $49,451-21.7% | $79,551-51.3% | $66,923-42.1% |
| Participation rate | 93.8% | 61.3%+32.5pp | 69.5%+24.3pp | 69.8%+24.0pp |
| Annual return | -14.18% | 84.25%-98.4pp | 0.14%-14.3pp | 1.58%-15.8pp |
| Employer contribution / active EE | $729 | $1,266-42.4% | $2,413-69.8% | $2,545-71.4% |
| Participant deferral / active EE | $4,671 | $3,159+47.9% | $3,985+17.2% | $4,237+10.2% |
| Admin fee / account holder | $214 | $595-64.0% | $6,833-96.9% | $593-63.9% |