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| Provider | Service type | Compensation |
|---|---|---|
MAXUS PLAN SOLUTIONS3+ years Filed as: MAXUS PLAN SOLUTIONS, INC Service code 13 · EIN 45-4012897 | Contract Administrator | $13,712 |
STIFEL NICOLAUS & CO INC2 years Service code 27 · EIN 43-0538770 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Plan) | $11,830 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $103 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,212 | $140,800-91.3% | $89,340-86.3% | $79,634-84.7% |
| Participation rate | 82.6% | 61.9%+20.7pp | 69.6%+13.1pp | 62.5%+20.1pp |
| Annual return | 59.42% | 17.84%+41.6pp | 20.57%+38.8pp | 36.46%+23.0pp |
| Employer contribution / active EE | $956 | $2,021-52.7% | $2,231-57.2% | $2,529-62.2% |
| Participant deferral / active EE | $1,623 | $3,219-49.6% | $3,823-57.5% | $3,835-57.7% |
| Admin fee / account holder | $72 | $1,610-95.5% | $6,704-98.9% | $1,002-92.8% |