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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC3 years Service code 27 · EIN 43-0538770 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Plan) | $8,315 |
Filed as: PRECISION TPA, LLC Service code 13 · EIN 47-3184970 10816 BLACK DOG LANE · CHARLOTTE, NC 28214 | Contract Administrator | $4,211 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 47-3184970 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,446 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 47-3184970 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $426 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,214 | $58,275-34.4% | $81,844-53.3% | $80,935-52.8% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 11.66% | 41.82%-30.2pp | 778.87%-767.2pp | 35.66%-24.0pp |
| Employer contribution / active EE | $2,370 | $2,346+1.0% | $2,916-18.7% | $2,757-14.0% |
| Participant deferral / active EE | $3,787 | $3,285+15.3% | $4,323-12.4% | $4,299-11.9% |
| Admin fee / account holder | $37 | $4,749-99.2% | $7,355-99.5% | $6,924-99.5% |