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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,850 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STIFEL NICOLAUS & CO INC5 years Filed as: STIFEL NICOLAUS AND COMPANY, INC Service code 49 1101 MT VERNON AVE · MARION, OH 43302 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,209 | $96,484-6.5% | $156,263-42.3% | $74,304+21.4% |
| Participation rate | 75.5% | 67.7%+7.9pp | 78.9%-3.4pp | 60.3%+15.2pp |
| Annual return | 13.58% | 17.73%-4.1pp | 59.47%-45.9pp | 29.43%-15.9pp |
| Employer contribution / active EE | $376 | $2,528-85.1% | $4,333-91.3% | $2,241-83.2% |
| Participant deferral / active EE | $3,559 | $4,286-17.0% | $6,158-42.2% | $3,767-5.5% |
| Admin fee / account holder | $19 | $3,728-99.5% | $14,255-99.9% | $2,969-99.3% |