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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC4 years Filed as: STIFEL Service code 28 · EIN 45-0538770 | Investment Management | $18,153 |
MILLER KAPLAN ARASE LLP8+ years Service code 10 · EIN 95-2036255 | Accounting | $16,350 |
UNITED ADMINISTRATIVE SERVICES8+ years Service code 13 · EIN 94-1749354 | Contract Administrator | $10,963 |
NWPS2 years Service code 11 5050 EL CAMINO REAL STE 106 · LOS ALTOS, CA 94022 | Actuarial | $9,000 |
Service code 29 · EIN 94-2562134 | Legal | $8,000 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $187,247-100.0% | $164,721-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 44.0%-44.0pp | 21.0%-21.0pp | 44.4%-44.4pp |
| Annual return | -8.02% | -5.84%-2.2pp | -5.84%-2.2pp | -14.65%+6.6pp |
| Employer contribution / active EE | $0 | $39,394-100.0% | $31,839-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,070-100.0% | $1,000-100.0% | $14,631-100.0% |