Filed June 24, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,185 |
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL NICOLAUS & CO INC. Service code 55 | Other Commissions | $25,398 |
STIFEL NICOLAUS & CO INC2 years Service code 55 501 N BROADWAY · ST LOUIS, MO 63102 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,649 | $62,686-59.1% | $178,540-85.6% | $77,736-67.0% |
| Participation rate | 46.7% | 66.9%-20.2pp | 77.1%-30.4pp | 70.6%-23.9pp |
| Annual return | 11.35% | 16.16%-4.8pp | 27.15%-15.8pp | 31.26%-19.9pp |
| Employer contribution / active EE | $856 | $1,914-55.3% | $3,953-78.3% | $2,728-68.6% |
| Participant deferral / active EE | $1,137 | $4,224-73.1% | $6,281-81.9% | $4,651-75.6% |
| Admin fee / account holder | $126 | $386-67.3% | $10,424-98.8% | $433-70.9% |