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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 | $77,902 |
KOVACK SECURITIES INC5 years Service code 55 6451 N FEDERAL HWY STE 1201 · FORT LAUDERDALE, FL 33308 | Other Commissions | $38,817 |
FINANXIAL, CORP.3 years Filed as: FINANXIAL INVESTMENT ADVISORS CORP Service code 13 121 AVE DE DIEGO SAN FRANCISCO · SAN JUAN, PR 00927 | Contract Administrator | $5,460 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305094 | Advisory (Plan) | $3,910 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,862 | $89,465-75.6% | $165,100-86.8% | $77,762-71.9% |
| Participation rate | 88.5% | 78.6%+9.9pp | 78.6%+9.9pp | 70.6%+17.9pp |
| Annual return | 9.28% | 28.86%-19.6pp | 70.21%-60.9pp | 31.27%-22.0pp |
| Employer contribution / active EE | $1,387 | $2,565-45.9% | $4,348-68.1% | $2,728-49.2% |
| Participant deferral / active EE | $866 | $4,904-82.3% | $6,035-85.7% | $4,651-81.4% |
| Admin fee / account holder | $191 | $340-43.9% | $12,696-98.5% | $433-56.0% |