Filed October 9, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $116,561 |
STIFEL NICOLAUS & CO INC4 years Service code 26 · EIN 43-0538770 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Participants) | $71,995 |
Service code 99 4145 EMBASSY DR SE · GRAND RAPIDS, MI 49546 | Other Fees | $10,750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,569 | $76,172+5.8% | $81,286-0.9% | $199,921-59.7% |
| Participation rate | 98.4% | 76.2%+22.2pp | 69.5%+28.9pp | 72.0%+26.4pp |
| Annual return | 22.94% | 15.59%+7.3pp | 24.80%-1.9pp | 34.28%-11.3pp |
| Employer contribution / active EE | $4,813 | $2,800+71.9% | $2,463+95.4% | $3,035+58.6% |
| Participant deferral / active EE | $4,717 | $4,200+12.3% | $3,883+21.5% | $5,089-7.3% |
| Admin fee / account holder | $156 | $146+7.1% | $5,764-97.3% | $269-41.9% |