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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,375 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STIFEL NICOLAUS & CO INC4 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 | $91,032 | $88,083+3.3% | $164,813-44.8% | $74,495+22.2% |
| Participation rate | 75.4% | 73.0%+2.4pp | 78.6%-3.2pp | 67.2%+8.2pp |
| Annual return | 14.44% | 17.26%-2.8pp | 69.93%-55.5pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $542 | $2,593-79.1% | $4,341-87.5% | $2,623-79.4% |
| Participant deferral / active EE | $3,749 | $4,498-16.6% | $6,031-37.8% | $4,346-13.7% |
| Admin fee / account holder | $24 | $2,234-98.9% | $12,690-99.8% | $1,942-98.7% |