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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC1+ years Filed as: STIFEL Service code 27 501 N BROADWAY · ST. LOUIS, MO 63102 | Advisory (Plan) | $67,082 |
TRAUTMANN MAHER & ASSOCIATES1+ years Filed as: TRAUTMANN, MAHER & ASSOCIATES Service code 11 · EIN 91-1526584 | Actuarial | $27,975 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 21 · EIN 84-0519832 | Bank Trustee | $21,981 |
PACIFIC PORTFOLIO CONSULTING1+ years Filed as: PACIFIC PORTFOLIO Service code 27 · EIN 91-1577578 | Advisory (Plan) | $11,250 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $111,575-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 1.8%-1.8pp |
| Annual return | -5.07% | 5.03%-10.1pp | 18.87%-23.9pp | 7.18%-12.3pp |
| Employer contribution / active EE | $5,215 | $10,273-49.2% | $19,828-73.7% | $13,095-60.2% |
| Participant deferral / active EE | $0 | $49-100.0% | $68-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $262-100.0% | $362-100.0% |