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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 | $174,379-65.9% | $152,093-60.9% | $138,895-57.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 3.17% | 74.86%-71.7pp | 66.36%-63.2pp | 145.39%-142.2pp |
| Employer contribution / active EE | $1,303 | $4,652-72.0% | $4,175-68.8% | $4,194-68.9% |
| Participant deferral / active EE | $3,014 | $6,159-51.1% | $5,451-44.7% | $6,396-52.9% |
| Admin fee / account holder | $2,263 | $16,880-86.6% | $14,497-84.4% | $12,562-82.0% |