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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER A.I.C.A Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,952 |
KOVACK SECURITIES INC3 years Service code 55 6451 N FEDERAL HWY STE 1201 · FORT LAUDERDALE, FL 33308 | Other Commissions | $10,284 |
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.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,751 | $110,137-53.0% | $161,149-67.9% | $82,637-37.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 15.14% | 20.69%-5.5pp | 21.16%-6.0pp | 53.51%-38.4pp |
| Employer contribution / active EE | $278 | $2,856-90.3% | $4,360-93.6% | $2,552-89.1% |
| Participant deferral / active EE | $1,563 | $4,575-65.8% | $6,153-74.6% | $4,126-62.1% |
| Admin fee / account holder | $478 | $9,467-95.0% | $15,194-96.9% | $7,339-93.5% |