Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC2 years Service code 27 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Plan) | $16,743 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,427 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,366 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,700 | $84,493-51.8% | $125,381-67.5% | $66,938-39.2% |
| Participation rate | 73.4% | 76.4%-3.0pp | 82.4%-9.0pp | 69.8%+3.6pp |
| Annual return | -16.55% | -8.49%-8.1pp | 572.31%-588.9pp | 1.58%-18.1pp |
| Employer contribution / active EE | $975 | $3,554-72.6% | $4,815-79.8% | $2,545-61.7% |
| Participant deferral / active EE | $2,746 | $6,783-59.5% | $7,448-63.1% | $4,238-35.2% |
| Admin fee / account holder | $190 | $685-72.3% | $10,007-98.1% | $594-68.1% |