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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 | $31,372 |
STIFEL NICOLAUS & CO INC3 years Service code 27 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Plan) | $21,816 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,827 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,940 | $162,322-71.1% | $135,974-65.5% | - |
| Participation rate | 76.7% | 71.5%+5.2pp | 81.9%-5.2pp | - |
| Annual return | 17.19% | 15.59%+1.6pp | 68.30%-51.1pp | - |
| Employer contribution / active EE | $1,531 | $3,400-55.0% | $4,859-68.5% | - |
| Participant deferral / active EE | $3,305 | $5,722-42.2% | $7,760-57.4% | - |
| Admin fee / account holder | $406 | $23,877-98.3% | $10,767-96.2% | - |