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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL Service code 28 7033 E. GREENWAY PARKWAY · SCOTTSDALE, AZ 85254 | Investment Management | $9,351 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,942 | $58,726-79.7% | $92,240-87.1% | $62,293-80.8% |
| Participation rate | 99.6% | 68.3%+31.2pp | 76.5%+23.1pp | 69.5%+30.1pp |
| Annual return | 13.68% | 43.62%-29.9pp | 176.29%-162.6pp | 28.90%-15.2pp |
| Employer contribution / active EE | $3,194 | $2,392+33.5% | $3,680-13.2% | $2,042+56.4% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $34 | $556-93.9% | $5,194-99.3% | $479-92.9% |