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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC2+ years Filed as: STIFEL Service code 27 501 N BROADWAY · ST. LOUIS, MO 63102 | Advisory (Plan) | $33,185 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 21 · EIN 84-0519832 | Bank Trustee | $27,916 |
TRAUTMANN MAHER & ASSOCIATES2+ years Filed as: TRAUTMANN, MAHER & ASSOCIATES Service code 11 · EIN 91-1526584 | Actuarial | $25,400 |
PACIFIC PORTFOLIO CONSULTING2+ years Filed as: PACIFIC PORTFOLIO Service code 27 · EIN 91-1577578 | Advisory (Plan) | $7,500 |
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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 | $1,723,788-100.0% | $107,664-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 1.9%-1.9pp |
| Annual return | 6.48% | 11.50%-5.0pp | 337.46%-331.0pp | 23.90%-17.4pp |
| Employer contribution / active EE | $6,472 | $12,608-48.7% | $20,191-67.9% | $16,539-60.9% |
| Participant deferral / active EE | $0 | $57-100.0% | $30-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,663-100.0% | $18,975-100.0% |