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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC2+ years Filed as: STIFEL NICOLAUS INSURANCE AGENCY Service code 55 501 N BROADWAY · SAINT LOUIS, MO 63102 | Other Commissions | $20,720 |
DEFINITI LLC2+ years Filed as: DEFINITI, LLC Service code 49 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Other Services | $8,548 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,555 | $54,729-31.4% | $86,235-56.5% | $71,529-47.5% |
| Participation rate | 91.4% | 60.1%+31.3pp | 69.0%+22.4pp | 67.9%+23.4pp |
| Annual return | 12.36% | 20.07%-7.7pp | 1170.03%-1157.7pp | 28.97%-16.6pp |
| Employer contribution / active EE | $643 | $1,267-49.3% | $2,381-73.0% | $2,590-75.2% |
| Participant deferral / active EE | $4,106 | $3,110+32.0% | $3,987+3.0% | $4,291-4.3% |
| Admin fee / account holder | $137 | $1,921-92.9% | $6,856-98.0% | $1,588-91.4% |