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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC5+ years Filed as: STIFEL Service code 27 501 N BROADWAY · ST. LOUIS, MO 63102 | Advisory (Plan) | $48,260 |
TRAUTMANN MAHER & ASSOCIATES5+ years Filed as: TRAUTMANN, MAHER & ASSOCIATES Service code 11 · EIN 91-1526584 | Actuarial | $26,400 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO Service code 21 · EIN 99-1260988 | Bank Trustee | $14,125 |
PACIFIC PORTFOLIO CONSULTING5+ years Filed as: PACIFIC PORTFOLIO Service code 27 · EIN 91-1577578 | Advisory (Plan) | $12,308 |
DA DAVIDSON & CO3 years Filed as: D.A. DAVIDSON & COMPANY Service code 27 · EIN 81-0139474 | Advisory (Plan) | $4,120 |
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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 | $409,661-100.0% | $2,066,441-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 1.7%-1.7pp |
| Annual return | 1.39% | 9.42%-8.0pp | 10.57%-9.2pp | 627.08%-625.7pp |
| Employer contribution / active EE | $14,659 | $11,814+24.1% | $18,335-20.1% | $18,824-22.1% |
| Participant deferral / active EE | $0 | $8-100.0% | $5-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $8,713-100.0% | $1,923-100.0% |