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| Provider | Service type | Compensation |
|---|---|---|
NWPS4 years Service code 11 · EIN 94-2614826 | Actuarial | $76,897 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 21 · EIN 51-0099493 | Bank Trustee | $32,874 |
STIFEL NICOLAUS & CO INC10+ years Filed as: STIFEL Service code 27 501 N BROADWAY · ST. LOUIS, MO 63102 | Advisory (Plan) | $30,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $280,286-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 9.1%-9.1pp | 2.5%-2.5pp |
| Annual return | 9.24% | 8.25%+1.0pp | 4.11%+5.1pp | 8.25%+1.0pp |
| Employer contribution / active EE | $13,632 | $18,668-27.0% | $20,922-34.8% | $18,668-27.0% |
| Participant deferral / active EE | $0 | $1,498-100.0% | $0 | $1,498-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |