Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER A.I.C.A Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,405 |
KOVACK SECURITIES INC2 years Service code 55 6451 N FEDERAL HWY STE 1201 · FORT LAUDERDALE, FL 33308 | Other Commissions | $8,852 |
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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,144 | $101,798-51.7% | $165,071-70.2% | $80,935-39.3% |
| Participation rate | 57.5% | 71.8%-14.4pp | 78.6%-21.2pp | 67.7%-10.2pp |
| Annual return | 12.28% | 16.73%-4.4pp | 70.17%-57.9pp | 35.66%-23.4pp |
| Employer contribution / active EE | $61 | $2,954-97.9% | $4,347-98.6% | $2,757-97.8% |
| Participant deferral / active EE | $1,094 | $4,476-75.6% | $6,035-81.9% | $4,299-74.6% |
| Admin fee / account holder | $1,199 | $8,221-85.4% | $12,695-90.6% | $6,924-82.7% |