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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $46,026 |
STIFEL NICOLAUS & CO INC3 years Filed as: STIFEL NICOLAUS & COMPANY INC Service code 49 · EIN 43-0538770 | Other Services | $711 |
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 | $7,404 | $47,180-84.3% | $149,723-95.1% | $74,473-90.1% |
| Participation rate | 95.4% | 63.4%+32.0pp | 78.8%+16.6pp | 70.7%+24.7pp |
| Annual return | 23.49% | 22.75%+0.7pp | 134.50%-111.0pp | 34.36%-10.9pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,503 | $2,730-44.9% | $5,682-73.5% | $4,530-66.8% |
| Admin fee / account holder | $143 | $343-58.3% | $13,215-98.9% | $347-58.8% |