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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS & CO Service code 27 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Plan) | $29,233 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12 |
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 | $78,782 | $79,151-0.5% | $60,906+29.3% | $64,819+21.5% |
| Participation rate | 57.1% | 77.7%-20.6pp | 73.1%-16.0pp | 71.5%-14.3pp |
| Annual return | -13.55% | -7.12%-6.4pp | 16.94%-30.5pp | 32.84%-46.4pp |
| Employer contribution / active EE | $1,719 | $3,052-43.7% | $2,703-36.4% | $2,507-31.4% |
| Participant deferral / active EE | $2,993 | $3,727-19.7% | $3,814-21.5% | $4,311-30.6% |
| Admin fee / account holder | $0 | $106-100.0% | $3,227-100.0% | $188-100.0% |