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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 | $19,603 |
KOVACK SECURITIES INC3 years Service code 55 6451 N FEDERAL HWY STE 1201 · FORT LAUDERDALE, FL 33308 | Other Commissions | $19,603 |
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 | $59,395 | $172,111-65.5% | $150,298-60.5% | $137,256-56.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 3.17% | 69.37%-66.2pp | 62.79%-59.6pp | 220.34%-217.2pp |
| Employer contribution / active EE | $1,303 | $4,636-71.9% | $4,154-68.6% | $4,156-68.6% |
| Participant deferral / active EE | $3,014 | $6,166-51.1% | $5,453-44.7% | $6,407-53.0% |
| Admin fee / account holder | $2,263 | $16,471-86.3% | $14,116-84.0% | $12,270-81.6% |