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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC3 years Filed as: STIFEL NICOLAUS & CO Service code 27 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Plan) | $34,655 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $158 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,778 | $69,708+44.6% | $67,560+49.2% | $74,478+35.3% |
| Participation rate | 55.3% | 71.4%-16.1pp | 72.9%-17.6pp | 67.2%-11.9pp |
| Annual return | 13.25% | -40.67%+53.9pp | 3533.50%-3520.2pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $1,722 | $2,715-36.6% | $2,737-37.1% | $2,626-34.4% |
| Participant deferral / active EE | $2,997 | $3,637-17.6% | $4,004-25.2% | $4,350-31.1% |
| Admin fee / account holder | $0 | $887-99.9% | $3,994-100.0% | $1,946-100.0% |