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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC4 years Service code 27 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Plan) | $27,797 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,284 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,619 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,542 | $106,247-48.7% | $147,096-62.9% | $77,714-29.8% |
| Participation rate | 77.3% | 78.4%-1.0pp | 82.2%-4.8pp | 70.6%+6.8pp |
| Annual return | 14.21% | 56.87%-42.7pp | 419.75%-405.5pp | 31.26%-17.0pp |
| Employer contribution / active EE | $1,656 | $4,069-59.3% | $4,936-66.4% | $2,727-39.3% |
| Participant deferral / active EE | $3,583 | $7,996-55.2% | $8,071-55.6% | $4,649-22.9% |
| Admin fee / account holder | $246 | $338-27.2% | $13,005-98.1% | $433-43.2% |