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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 | $69,745+44.5% | $67,511+49.3% | $74,546+35.2% |
| Participation rate | 55.3% | 71.3%-16.0pp | 72.9%-17.6pp | 67.2%-11.9pp |
| Annual return | 13.25% | -40.37%+53.6pp | 3517.41%-3504.2pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $1,722 | $2,705-36.4% | $2,733-37.0% | $2,624-34.4% |
| Participant deferral / active EE | $2,997 | $3,636-17.6% | $4,000-25.1% | $4,347-31.1% |
| Admin fee / account holder | $0 | $894-99.9% | $3,999-100.0% | $1,944-100.0% |