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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,058 |
STIFEL NICOLAUS & CO INC7 years Service code 27 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Plan) | $48,991 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,462 | $71,526+51.6% | $98,450+10.2% | $71,495+51.7% |
| Participation rate | 93.4% | 72.7%+20.7pp | 75.2%+18.2pp | 67.9%+25.4pp |
| Annual return | 13.32% | 32.42%-19.1pp | 21.16%-7.8pp | 28.85%-15.5pp |
| Employer contribution / active EE | $5,486 | $2,400+128.6% | $3,049+79.9% | $2,589+111.9% |
| Participant deferral / active EE | $6,745 | $4,110+64.1% | $4,739+42.3% | $4,291+57.2% |
| Admin fee / account holder | $326 | $1,675-80.6% | $8,961-96.4% | $1,588-79.5% |