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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,865 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STIFEL NICOLAUS & CO INC2 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 | $65,029 | $86,655-25.0% | $119,609-45.6% | $66,914-2.8% |
| Participation rate | 71.1% | 75.6%-4.4pp | 79.3%-8.1pp | 69.8%+1.3pp |
| Annual return | -13.92% | -8.00%-5.9pp | -14.97%+1.1pp | 1.58%-15.5pp |
| Employer contribution / active EE | $458 | $2,536-82.0% | $4,232-89.2% | $2,544-82.0% |
| Participant deferral / active EE | $2,707 | $4,358-37.9% | $5,602-51.7% | $4,237-36.1% |
| Admin fee / account holder | $19 | $755-97.5% | $10,323-99.8% | $593-96.8% |