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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC3 years Filed as: STIFEL NICOLAUS INSURANCE AGENCY IN Service code 27 · EIN 82-0547562 | Advisory (Plan) | $38,636 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,109 |
AVIZO GROUP INC1 year Service code 10 · EIN 63-1031732 | Accounting | $15,094 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS & COMPANY INC Service code 27 · EIN 43-0538770 | Advisory (Plan) | $14,143 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,850 | $89,588-20.9% | $133,698-47.0% | $77,762-8.9% |
| Participation rate | 42.7% | 74.3%-31.5pp | 76.4%-33.7pp | 70.6%-27.8pp |
| Annual return | 14.05% | 17.42%-3.4pp | 580.90%-566.8pp | 31.27%-17.2pp |
| Employer contribution / active EE | $1,762 | $3,491-49.5% | $4,218-58.2% | $2,728-35.4% |
| Participant deferral / active EE | $3,815 | $5,592-31.8% | $7,016-45.6% | $4,651-18.0% |
| Admin fee / account holder | $336 | $539-37.7% | $6,703-95.0% | $433-22.5% |