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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 | $18,243 |
KOVACK SECURITIES INC2 years Service code 55 6451 N FEDERAL HWY STE 1201 · FORT LAUDERDALE, FL 33308 | Other Commissions | $1,689 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,013 | $183,516-70.0% | $155,534-64.6% | $145,884-62.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.52% | 61.43%-60.9pp | 64.92%-64.4pp | 551.85%-551.3pp |
| Employer contribution / active EE | $605 | $5,315-88.6% | $4,675-87.1% | $4,662-87.0% |
| Participant deferral / active EE | $3,365 | $6,467-48.0% | $5,630-40.2% | $6,690-49.7% |
| Admin fee / account holder | $1,173 | $19,293-93.9% | $15,900-92.6% | $13,392-91.2% |