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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,525 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS & COMPANY INC Service code 49 | Other Services | $3,651 |
STIFEL NICOLAUS & CO INC1 year 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 | $6,330 | $56,540-88.8% | $185,851-96.6% | $86,821-92.7% |
| Participation rate | 81.2% | 65.5%+15.7pp | 81.7%-0.5pp | 72.3%+8.9pp |
| Annual return | 41.92% | 118.20%-76.3pp | 122.11%-80.2pp | 97.94%-56.0pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,168-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $1,951 | $2,555-23.6% | $5,569-65.0% | $4,132-52.8% |
| Admin fee / account holder | $67 | $150-55.1% | $16,245-99.6% | $170-60.4% |