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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC9 years Service code 27 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Plan) | $58,714 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,092 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,756 | $84,556+79.5% | $116,228+30.6% | $74,304+104.2% |
| Participation rate | 98.1% | 66.0%+32.1pp | 74.6%+23.5pp | 60.3%+37.7pp |
| Annual return | 11.27% | 18.35%-7.1pp | 90.06%-78.8pp | 29.43%-18.2pp |
| Employer contribution / active EE | $5,982 | $2,168+176.0% | $2,994+99.8% | $2,241+166.9% |
| Participant deferral / active EE | $8,399 | $3,814+120.2% | $4,953+69.6% | $3,767+122.9% |
| Admin fee / account holder | $321 | $3,792-91.5% | $11,989-97.3% | $2,969-89.2% |