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| Provider | Service type | Compensation |
|---|---|---|
NWPS1 year Service code 11 · EIN 94-2614826 | Actuarial | $61,367 |
STIFEL NICOLAUS & CO INC7+ years Filed as: STIFEL Service code 27 501 N BROADWAY · ST. LOUIS, MO 63102 | Advisory (Plan) | $30,000 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO Service code 21 · EIN 99-1260988 | Bank Trustee | $15,455 |
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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 | $46,984-100.0% | $75,030-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 5.6%-5.6pp |
| Annual return | -5.15% | -5.85%+0.7pp | -2.63%-2.5pp | 39.82%-45.0pp |
| Employer contribution / active EE | $6,443 | $11,714-45.0% | $29,813-78.4% | $19,980-67.8% |
| Participant deferral / active EE | $0 | $18-100.0% | $8-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $838-100.0% | $62-100.0% |