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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $65,093 |
STIFEL NICOLAUS & CO INC4 years Filed as: STIFEL NICOLAUS & COMPANY INC. Service code 49 | Other Services | $1,005 |
STIFEL NICOLAUS & CO INC4 years Filed as: STIFEL NICOLAUS & COMPANY INC Service code 49 · EIN 43-0538770 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,638 | $50,919-87.0% | $155,556-95.7% | $77,762-91.5% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 21.99% | 34.84%-12.8pp | 64.84%-42.8pp | 31.27%-9.3pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,773 | $2,824-37.2% | $5,631-68.5% | $4,651-61.9% |
| Admin fee / account holder | $143 | $437-67.4% | $15,885-99.1% | $433-67.1% |