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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC4+ years Filed as: STIFEL Service code 27 501 N BROADWAY · ST. LOUIS, MO 63102 | Advisory (Plan) | $56,178 |
TRAUTMANN MAHER & ASSOCIATES4+ years Filed as: TRAUTMANN, MAHER & ASSOCIATES Service code 11 · EIN 91-1526584 | Actuarial | $26,250 |
PACIFIC PORTFOLIO CONSULTING4+ years Filed as: PACIFIC PORTFOLIO Service code 27 · EIN 91-1577578 | Advisory (Plan) | $20,206 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 21 · EIN 99-1260988 | Bank Trustee | $16,222 |
DA DAVIDSON & CO2 years Filed as: D.A. DAVIDSON & COMPANY Service code 27 · EIN 81-0139474 | Advisory (Plan) | $7,563 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,244-100.0% | $204,001-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 2.8%-2.8pp |
| Annual return | -0.34% | 38.09%-38.4pp | -100.31%+100.0pp | 16.32%-16.7pp |
| Employer contribution / active EE | $12,655 | $10,322+22.6% | $18,686-32.3% | $17,007-25.6% |
| Participant deferral / active EE | $0 | $9-100.0% | $77-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $1,604-100.0% | $127-100.0% |